When you select one or more invoices on the Receivables page, you can apply different actions to each. Below, we will review each option in detail.
Send Reminder or Statement
Clicking the “Statement” or “Reminder” button opens a modal to send a payment collection email with a link to our payment portal, where the payer can pay the invoice using a supported payment method.
The Statement/Reminder option allows you to:
- Send a custom message in the email reminder.
- CC a copy of the email.
- Attach up to two files (2 MB maximum each).
- Select a Payment Experience.
When clicking “Send”, an email reminder will be sent to the customer's primary email address with a “Pay Now” button that directs the user to the checkout portal.
Emails can be customized with logos, colors, and custom text.