How can I remind my client to pay their bill?

Sometimes, clients don't pay on the first request. 

Forwardly doesn't currently have a reminder system in place, but we can help walk you through setting up automatic reminders depending on your accounting platform. 

Set Up a Payment Reminder on QuickBooks Online

1. Sign in to your QuickBooks Online account using your credentials.
2. From the main dashboard, click on the Settings ⚙️ icon located in the top right corner of the page.
3. In the drop-down menu, select Account and Settings.
4. In the left sidebar, click on the Sales tab.
5. Scroll down to the Reminders section and click on the pencil ✏️ icon to edit the settings.
6. Tick the checkbox next to Automatically remind customers of upcoming and overdue invoices.
7. Set the number of days before the due date when you want to send the reminder by entering a value in the field provided.
8. Customize the email template for the reminder by clicking on the pencil ✏️ icon next to Email template.
9. Edit the subject line and message content according to your preferences. You can use the available placeholders to personalize the email.
10. Click Save to apply the changes.

Set Up a Payment Reminder on Xero

1. Log in to your Xero account using your credentials.
2. From the main dashboard, click on the Business tab in the top navigation menu.
3. In the Business menu, select Invoices or Sales depending on your version of Xero.
4. Locate and click on the Settings or Invoice Settings option, usually represented by a gear icon.
5. Look for the Invoice Reminders or Payment Reminders section in the settings.
6. Enable the payment reminders feature by toggling the switch or selecting the appropriate option.
7. Configure the settings for payment reminders, such as the number of days before sending reminders, the email template to use, and the frequency of reminders.
8. Customize the message and subject line for the payment reminders if necessary.
9. Save your changes to apply the settings.