tag:help.cashboardapp.com,2012-10-23:/discussions/questions/8538-auto-sending-payment-remindersCashboard: Discussion 2018-10-19T08:13:15Ztag:help.cashboardapp.com,2012-10-23:Comment/422156022017-03-23T07:27:45Z2017-03-23T07:27:45ZAuto-Sending Payment Reminders<div><p>Hi Lucien,</p>
<p>While editing an invoice click the text that says "Advanced Options". Inside there are options to send pre and post-due reminders.</p>
<p>Best,</p>
<ul>
<li>Seth</li>
</ul></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/422156022017-03-23T12:19:24Z2017-03-24T17:00:37ZAuto-Sending Payment Reminders<div><p>Awesome. I’ll have a look.</p>
<p>Thank you,</p>
<p>Lucien Stephan</p></div>Lucien Stephantag:help.cashboardapp.com,2012-10-23:Comment/422156022017-03-24T17:00:12Z2017-03-24T17:00:12ZAuto-Sending Payment Reminders<div><p>Seth,</p>
<p>Can you show me how to update the invoice reminder template in the advanced setting?</p>
<p>Thank you,</p>
<p>Lucien</p></div>Lucien Stephantag:help.cashboardapp.com,2012-10-23:Comment/422156022017-03-24T19:42:03Z2017-03-24T19:42:03ZAuto-Sending Payment Reminders<div><p>Please see the attached image. These controls are available while creating or editing any invoice.</p></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/422156022017-03-26T19:01:48Z2017-03-26T19:01:48ZAuto-Sending Payment Reminders<div><p>Hi Seth,</p>
<p>Thank you for the screenshot - I realized after reading my question, I should have been more specific. Following are a couple of question for clarity.</p>
<p>In the ADVANCED OPTIONS section, just above the "reminder" settings there is a dropdown selector for templates. Is that telling that this is an invoice and we are using the htlm_invoice template or does that refer to the template used when sending the reminder?</p>
<p>I know from looking at the doc templates in the admin setting there is a reminder_invoice template. Assuming the template is the one used when sending an auto-reminder, can we add our own template and use it? Or would we edit the current reminder_invoice, if we wanted to add some details?</p>
<p>Thank you in advance for you response.</p>
<p>Lucien</p></div>Lucien Stephantag:help.cashboardapp.com,2012-10-23:Comment/422156022017-03-26T21:38:42Z2017-03-26T21:38:42ZAuto-Sending Payment Reminders<div><p>Hi Lucien,</p>
<p>The template and reminder settings have nothing to do with one another. The "reminder" template you mention is what actually gets sent as the content of your email message when sending an invoice more than one time. This template control is actually what's used to display this invoice on screen, and as a PDF (which might be attached to that reminder email).</p>
<p>Have a good remainder of your Sunday,</p>
<ul>
<li>Seth</li>
</ul></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/422156022017-03-26T21:42:27Z2017-03-26T21:42:27ZAuto-Sending Payment Reminders<div><p>Got it.</p>
<p>Thank you for the quick reply. Have a great Sunday.</p>
<p>Lucien</p></div>Lucien Stephan