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Question

Customizing invoice reminders

  • August 4, 2025
  • 1 reply
  • 9 views

AussieLiz
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Hi - I’d like to customize my invoice reminders with a little more warmth than the standard one HB provides, but I can’t seem to find out how to do this. Can I even do this? I have to send out one shortly and these are awesome repeat clients so I would rather send something nice than something robotic.

Thanks!

1 reply

Kaitlyn Blair
Explorer
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Hey ​@AussieLiz!

 

Yes you can do this. If you go to Settings > Company Settings > Preferences > Then scroll to Payment Reminders. If the reminder is on (toggle button is on the right with a checkmark on it), you should be able to edit the email that is sent.

 

Let me know if you’re it works or if there are any issues you come across!