Additional Default Reminders for Invoices

Additional Default Reminders for Invoices

system update
March 28, 2025•1 min read

Invoice Reminders help you improve your payment rates and improve the customer experience, helping clients take care of their responsibilities. However, configuring them can be time-consuming, so we’re excited to introduce a few updates to them.

⭐️How Will These Changes Affect You?

  • Default Template: A default template will be added for email and SMS reminders.

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  • Preset Reminders: If you haven’t modified the settings, three reminders will be added automatically.

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⭐️How To Modify The Reminders?

The reminders are fully customizable, both in quantity and shape. If you would like to modify them, follow these steps.

  1. Start by navigating to the Invoices tab inside the Payments section and clicking the Settings button.

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  2. Switch to the Reminder Settings Tab.

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  3. Enable or disable the reminders as needed.

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  4. Click Preview to edit the default template or select a new one from the dropdown menu.

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And there you have it, now you can easily remind customers to fulfill their invoices and keep your business on track. Ensuring your revenue is protected by personalized reminders.

paymentsinvoicesreminderspaymentinvoice
Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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