With Shine, you can remind your customers to pay their invoices. You can either send manual reminders or set up an automated process that sends reminders based on your settings.&nbsp;Please note that Payment reminders are available in <a target="_blank" rel="noopener noreferrer" href="https://shine.co/en-de/pricing">Shine Premium subscriptions.</a>&nbsp;<h3>Manual reminders</h3>You can create a manual payment reminder from the Invoices tab by selecting an invoice and then clicking Send reminder on the right side of the screen. Choose your preferred delivery method from the drop-down menu.When sending the reminder, you can:<ul><li>add additional recipient email addresses</li><li>send a copy to yourself</li><li>edit the email subject (pre-filled with a default subject)</li><li>edit the message text (pre-filled with a default message)</li></ul>Once the reminder is sent, the action is displayed in the invoice timeline. &nbsp;<hr><h3> Automatic reminders</h3>Alternatively, you can set up Automatic reminders:<ol><li>Go to Settings</li><li>Open Invoicing</li><li>Scroll down to Automatic payment reminders</li></ol>You can activate individual reminder types or use all of them, depending on your needs:<ul><li>Before the due date Sent a configurable number of days before the invoice due date, if the invoice is still unpaid.</li><li>On the due date Sent on the invoice due date, if the invoice is still unpaid.</li><li>After the due date Sent after the invoice due date. This reminder can be sent once or repeatedly until the invoice is marked as paid.</li></ul>For all reminder types, you can customise the email subject and message text.

<ul><li>Automatic payment reminders are sent by email only</li><li>Reminders are sent for all unpaid invoices</li><li>It is not possible to manually include or exclude specific customers or invoices</li><li>You can choose the invoice creation date from which reminders will start being sent</li></ul>

<hr><h3> Good to know</h3><ul><li>There is no limit to how many reminders you can send by email</li><li>It is currently not possible to add a late payment fee to reminders</li></ul>

Overview: Invoice status

Create payment reminders

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Overview: Invoice status

Create payment reminders

Can’t find what you are looking for? Let us help you!

Can’t find what you are looking for?
Let us help you!