Due-date reminders

Good to know

• The client email is off until you turn it on. It is one message, from you, with the amount and the link, and the client needs an email.
• Only invoices get due-date reminders. The reminder date is the invoice's due date, and it is set again each time you save the invoice. Quotes and contracts get no due-date reminder.
• “Remind in 7 days” moves the reminder to 7 days from today. It is offered for sent invoices that are not paid. Saving the invoice again sets it back to the due date.
• Reminders run once a day, at 08:00 Cairo time. Paid and declined documents are skipped.
• You always get a “Reminder” notice in the bell and by email. The rail beside Notifications shows “Next reminders”.
• The client gets one email for that date only when all of these are true: the setting is on, the document is an invoice, the invoice has a working client link (made in the last 14 days and not turned off), the client has a valid email, and the client has not stopped reminders. Otherwise only you are reminded.
• If a client did not get a reminder, check that the setting is on, the client has an email, and the invoice still has a working link. If the link is older than 14 days, turn it off and send a new one.
• Every client reminder has a stop link at the bottom. It opens a page that says “Stop reminder emails for this invoice? The invoice itself does not change.” with a “Stop reminders” button. After that the client sees “Done. No more reminder emails for this invoice.” It stops reminders for that one invoice only.
• “Unbilled hours” in the same section is a separate reminder for you about hours you have not invoiced. Set the “Day” (or “Off”) and the “Time”; the default is Thursday at 16:00 in your time zone. It arrives as a notification from the Mac app, not by email.