Open an unpaid invoice and choose Reminder. SpiralHQ emails your customer with the invoice attached. You send each reminder yourself, so you decide when to nudge.
Steps
- Open the Invoices tab and select an invoice that is Pending or Partial
- Choose Reminder in the action bar
- Check the summary, then choose Yes, send reminder
- SpiralHQ confirms with “Reminder sent”
Your customer needs an email address. If it is missing, add one to the customer first. Automatic reminder schedules are not available yet.