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Send a payment reminder
For every unpaid or part-paid invoice, a bell icon appears next to the payment status. Use it to send a polite reminder in seconds.
Steps
- Open All Sale Invoices and find the unpaid invoice.
- Click the bell next to its payment badge. The Send Payment Reminder window opens with a ready-made message showing the invoice number, amount and due date.
- Choose how to send it:
- Email: check the email address, subject and message, then send. The email goes from Billing Saathi with your business email as the reply address.
- Whatsapp: check the mobile number and message; WhatsApp opens with the text ready to send.
- SMS: on a phone, your SMS app opens with the message filled in.
Tip: Set a Due Date on credit invoices (or Due Days on the customer) so the reminder shows the right date. To see everyone who owes you, use Sale Outstanding.