Managing invoices across many customers can be a challenge. With Ambrook’s Open Invoice Reminders, you can keep your payments on track and avoid overdue headaches. Here’s how to set it up and use this feature.
Step 1: Enable Open Invoice Reminders
Go to the Settings page in your Ambrook account.
Look for the Preferences page, where you'll find the Open Invoice Reminders setting.
Toggle the feature on to automatically send reminders to all of your contacts. This will send an email to your customer to remind them to pay:
2 days before the due date
7 days after the due date
14 days after the due date
These reminders are sent only if the invoice is finalized, approved, and still unpaid.
Step 2: Customize Reminders by Contact
Not all customers are the same, and that’s why you can adjust reminders for each contact individually. Note that any customers you don't set individually will automatically be set to whatever you choose in your general Preferences from Step 1.
Go to the Contacts section and select a contact. You can see the options to customize invoices at the contact level under the Preferences section.
You’ll see three options:
Send: Reminders will be sent reminders
Don’t Send: Contacts will not receive reminder emails.
Reset to Organization Default: This will reset the contact to what you've set the default to be for your organization.
Pro Tip: Contact-specific settings always take priority. If reminders are disabled at the organization level but enabled for a specific customer, they’ll still receive them.
Step 3: Send Invoices
Once you've set up your reminder settings, Ambrook will start sending reminders to customers. The system checks the due date against your organization’s time zone to ensure accurate timing. The reminder email includes the payment options you chose when you initially created the invoice. Below is a sample email for an invoice 7 days past due.
Frequently Asked Questions
Do I need to click “Save” after changing settings?
No, changes are automatically saved, but clicking “Save” doesn’t hurt.What if my contact’s time zone differs from my organization’s?
No problem—the system uses your organization’s time zone for reminders.Can I stop reminders for certain customers?
Yes, just set their preference to Don’t Send Reminders in the Contacts section.