Auto reminders for a customer invoice

In Bill.com, it's easy to establish auto reminders, or to send a manual reminder, to let customers or clients know when an invoice is either past due or is coming up as due.

This feature is not available on subscription free basic accounts, please upgrade your account to use it.

Set up auto reminders
Turn off auto reminders
Send a manual reminder
Send a manual reminder on the mobile app
Things to know

Set up auto reminders

Establish templates for up to three auto reminders and set them up to go out at the time most appropriate.

Select Settings
Select Auto Reminders under Receivables
Select which reminder to edit:
- First
- Second
- Third
Select the Edit icon
Edit the following:
- Enable the reminder by checking the box next to Email the customer
- Determine how many days before or after the invoice due date the reminder should be sent
- Determine the user the reminder should come from
- Use our Subject line or edit it to preference
- Edit the body of the letter to preference
- On the right hand side, there are options in the drop down to enter coding that will auto populate fields from the invoice
Select Save

Turn off auto reminders

Select Settings
Select Auto Reminders under Receivables
Select which reminder to disable
Select the Edit icon
Uncheck the box next to Email the customer
Select Save

Send a manual reminder

From the navigation menu, select Invoices
Select the invoice #
Select Send reminder

Select Send

Send a manual reminder on the mobile app

In your BILL app, tap the Options bars in the top left corner
Select Invoices
Select the invoice
Select Send Reminder
Add or remove email addresses
Select Send

Things to know

Auto reminders

We will send up to 3 auto reminders
By default, auto reminders are off
When turned on, by default, auto reminders are set to 30, 60 and 90 days
Reminders are sent to invoices that have more than $0 due, including partially paid invoices
By default, all contacts listed on the customer's record will receive the reminder email. You must delete a contact from a customer profile to exclude them from auto reminders.
The maximum amount of characters allowed in the template is 2,000
Auto reminders are sent, even if an invoice has not been emailed to a customer, in the following scenarios:
- Add additional contacts to customer records
- Send a note to the customer

Manual reminders

By default, all contacts listed on the customer's record will receive the reminder email. You must delete a contact from a customer profile to exclude them from auto reminders.
To remove any contacts from the reminder email, delete them from the Email field before selecting Send
To add additional contact to the reminder email, add them to the Email field with a comma separating each email address

If you do not see the described feature available in Bill.com, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for Bill.com and upgrade accordingly or contact the Administrator of your Bill.com account. Changes in monthly user fees may apply.