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Payment Reminders

TaylorByrd
New Contributor II

Is there a way to set up automated text/email reminders for customers who haven't paid their invoice after x amount of days?

1 ACCEPTED SOLUTION

BCN
Community Moderator
Community Moderator

You can do it with Marketing Pro

View solution in original post

3 REPLIES 3

ladams76
New Contributor III

Can you share the solution in Marketing Pro to send out payment reminders to customers whose invoices are coming due soon? We have been trying to figure this out for months. Thanks!

BCN
Community Moderator
Community Moderator

You can do it with Marketing Pro

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I'm not aware of an automated way to do it, I have to manually generate statements in the accounting tab. 

Randi Thompson
Bill Joplin's Air Conditioning & Heating