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      Using Invoice Payment Reminders

      Streamline collections and improve visibility into your invoice follow-ups.

      ✅ What This Feature Is For

      The Invoice Payment Reminders feature helps you follow up on overdue invoices directly from within Engagifii—without needing to switch to email or spreadsheets. It ensures timely collections, adds visibility into who received the reminder, and reduces manual effort for your finance team.

      Use it to:

      • Prompt billing contacts to pay overdue invoices

      • Keep a record of reminder activity

      • Streamline collections without external tools

      🚀 How to Use It

      Step 1: Make Sure You Have Access

      Only users with the Send and View Invoice Reminders permission can use this feature. Admins can enable it in:
      Settings → Roles → Permissions → Revenue

      Step 2: Go to the Accounts Receivable Report

      • Navigate to Revenue → Accounts Receivable Report

      • You’ll see overdue invoices grouped by organization

      Step 3: Send the Reminder

      1. Select one or more organizations with overdue invoices

      2. Click Send Reminder

      3. Review the pre-filled billing contact (or add a new one)

      4. Add optional CC or BCC recipients

      5. Customize the email message (avoid changing the invoice table)

      6. Click Send

      Each recipient will get a personalized reminder email with a secure, unique link to make the payment.

      Step 4: Track Reminder History

      Once sent, you’ll see:

      • Last Reminder Sent details in the AR report

      • The same info shown on the invoice record

      • (Coming soon) A full interaction log under the Interactions tab

      💡 Tip

      Each reminder is logged by user and timestamp, so you’ll always know who sent what—and when.