Additional Default Reminders for Invoices

April 02, 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.
Preset Reminders: If you haven’t modified the settings, three reminders will be added automatically.

⭐️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.

Start by navigating to the Invoices tab inside the Payments section and clicking the Settings button.
Switch to the Reminder Settings Tab.
Enable or disable the reminders as needed.
Click Preview to edit the default template or select a new one from the dropdown menu.

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.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.