{"id":31466,"date":"2025-05-26T13:18:41","date_gmt":"2025-05-26T10:18:41","guid":{"rendered":"https:\/\/support.simplbooks.ee\/?post_type=ht_kb&#038;p=31466"},"modified":"2025-09-17T15:34:16","modified_gmt":"2025-09-17T12:34:16","slug":"invoice-settings-reminders","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/invoice-settings-reminders\/","title":{"rendered":"Invoice settings, reminders"},"content":{"rendered":"<p><strong>Settings -&gt; Environment settings -&gt; Invoice settings<\/strong><\/p>\n<p>By default, automatic reminders are not sent to the client for overdue invoices.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/01_meeldetuletused-eng-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter  wp-image-31785\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/01_meeldetuletused-eng-1.png\" alt=\"\" width=\"798\" height=\"231\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/01_meeldetuletused-eng-1.png 908w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/01_meeldetuletused-eng-1-300x87.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/01_meeldetuletused-eng-1-768x222.png 768w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/01_meeldetuletused-eng-1-50x14.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/01_meeldetuletused-eng-1-600x174.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/01_meeldetuletused-eng-1-320x93.png 320w\" sizes=\"auto, (max-width: 798px) 100vw, 798px\" \/><\/a><\/p>\n<div class=\"su-accordion su-u-trim\">\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-folder-1 spoiler-green su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>1. Reminder sending settings<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n<p>To enable automatic reminders, you need to select a suitable option from the drop-down menu in the \u201c<strong>Send invoice reminders<\/strong>\u201d field:<\/p>\n<ul>\n<li>Send to all customers<\/li>\n<li>Send to selected customers<\/li>\n<\/ul>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/02_meeldetuletused-eng.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-31494 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/02_meeldetuletused-eng.png\" alt=\"\" width=\"344\" height=\"223\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/02_meeldetuletused-eng.png 344w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/02_meeldetuletused-eng-300x194.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/02_meeldetuletused-eng-50x32.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/02_meeldetuletused-eng-320x207.png 320w\" sizes=\"auto, (max-width: 344px) 100vw, 344px\" \/><\/a><\/p>\n<p>If you choose &#8220;Send to selected customers,&#8221; you need to mark on the client\u2019s card that they should receive reminders. This setting can be found on the <strong>Client\/Supplier settings<\/strong> panel within the client card.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/03_meeldetuletused-eng.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-31500\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/03_meeldetuletused-eng.png\" alt=\"\" width=\"894\" height=\"580\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/03_meeldetuletused-eng.png 894w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/03_meeldetuletused-eng-300x195.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/03_meeldetuletused-eng-768x498.png 768w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/03_meeldetuletused-eng-50x32.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/03_meeldetuletused-eng-600x389.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/03_meeldetuletused-eng-320x208.png 320w\" sizes=\"auto, (max-width: 894px) 100vw, 894px\" \/><\/a><\/p>\n<\/div><\/div>\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-folder-1 spoiler-green su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>2. Reminder sending time<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n<p>By default, a reminder for an unpaid invoice is sent 2 days after the due date and a mail template is already set up.<\/p>\n<p>To change the reminder settings, click the \u201c<strong>Edit<\/strong>\u201d button (pencil icon).<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/04_meeldetuletused-eng-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-31540 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/04_meeldetuletused-eng-2.png\" alt=\"\" width=\"689\" height=\"106\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/04_meeldetuletused-eng-2.png 689w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/04_meeldetuletused-eng-2-300x46.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/04_meeldetuletused-eng-2-50x8.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/04_meeldetuletused-eng-2-600x92.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/04_meeldetuletused-eng-2-320x49.png 320w\" sizes=\"auto, (max-width: 689px) 100vw, 689px\" \/><\/a><\/p>\n<p>Here you can adjust the number of days and select a different mail template.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/09_meeldetuletused-eng.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-31504 alignleft\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/09_meeldetuletused-eng.png\" alt=\"\" width=\"401\" height=\"290\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/09_meeldetuletused-eng.png 401w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/09_meeldetuletused-eng-300x217.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/09_meeldetuletused-eng-50x36.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/09_meeldetuletused-eng-320x231.png 320w\" sizes=\"auto, (max-width: 401px) 100vw, 401px\" \/><\/a><\/p>\n<\/div><\/div>\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-folder-1 spoiler-green su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>3. Editing the reminder mail template<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n<p>When adding a new message template or editing an existing one, we recommend using the path<br \/>\n<strong>Settings -&gt; Environment settings -&gt; Mail templates<\/strong>. You can also access the same section from the reminder edit view by clicking the \u201cManage mail templates\u201d link.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/05_meeldetuletused-eng.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-31507\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/05_meeldetuletused-eng.png\" alt=\"\" width=\"1058\" height=\"571\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/05_meeldetuletused-eng.png 1058w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/05_meeldetuletused-eng-300x162.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/05_meeldetuletused-eng-1024x553.png 1024w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/05_meeldetuletused-eng-768x414.png 768w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/05_meeldetuletused-eng-50x27.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/05_meeldetuletused-eng-920x497.png 920w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/05_meeldetuletused-eng-600x324.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/05_meeldetuletused-eng-320x173.png 320w\" sizes=\"auto, (max-width: 1058px) 100vw, 1058px\" \/><\/a><\/p>\n<p>In the message template view, you can see the existing reminder template, which you can modify as needed. Below the \u201c<strong>Mail contents<\/strong>\u201d field, you will find a list of variables that can be used within the text.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/06_meeldetuletused-eng.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-31510\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/06_meeldetuletused-eng.png\" alt=\"\" width=\"1249\" height=\"828\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/06_meeldetuletused-eng.png 1249w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/06_meeldetuletused-eng-300x199.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/06_meeldetuletused-eng-1024x679.png 1024w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/06_meeldetuletused-eng-768x509.png 768w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/06_meeldetuletused-eng-50x33.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/06_meeldetuletused-eng-920x610.png 920w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/06_meeldetuletused-eng-600x398.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/06_meeldetuletused-eng-320x212.png 320w\" sizes=\"auto, (max-width: 1249px) 100vw, 1249px\" \/><\/a><\/p>\n<p>If desired, you can send a test reminder to your own email address by clicking the \u201cSend test email\u201d button at the top right.<\/p>\n<\/div><\/div>\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-folder-1 spoiler-green su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>4. Adding a new reminder and deleting a reminder<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n<p>If you want to <strong>add<\/strong> additional reminders with different sending times and mail templates, click the \u201c<strong>Add new reminder<\/strong>\u201d button.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/07_meeldetuletused-eng.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-31513 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/07_meeldetuletused-eng.png\" alt=\"\" width=\"798\" height=\"214\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/07_meeldetuletused-eng.png 798w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/07_meeldetuletused-eng-300x80.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/07_meeldetuletused-eng-768x206.png 768w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/07_meeldetuletused-eng-50x13.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/07_meeldetuletused-eng-600x161.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/07_meeldetuletused-eng-320x86.png 320w\" sizes=\"auto, (max-width: 798px) 100vw, 798px\" \/><\/a><\/p>\n<p>You can set a reminder to be sent before the invoice due date. Just keep in mind how long your clients&#8217; payment terms are and whether sending early reminders makes sense.<\/p>\n<p><span style=\"font-size: revert; color: initial;\">You can <\/span><strong style=\"font-size: revert; color: initial;\">delete<\/strong><span style=\"font-size: revert; color: initial;\"> a reminder template by clicking the <\/span><strong style=\"font-size: revert; color: initial;\">cross (X)<\/strong><span style=\"font-size: revert; color: initial;\"> at the end of the row.<\/span><\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/08_meeldetuletused-eng.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-31516 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/08_meeldetuletused-eng.png\" alt=\"\" width=\"775\" height=\"199\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/08_meeldetuletused-eng.png 775w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/08_meeldetuletused-eng-300x77.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/08_meeldetuletused-eng-768x197.png 768w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/08_meeldetuletused-eng-50x13.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/08_meeldetuletused-eng-600x154.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/05\/08_meeldetuletused-eng-320x82.png 320w\" sizes=\"auto, (max-width: 775px) 100vw, 775px\" \/><\/a><\/p>\n<\/div><\/div>\n<\/div>\n<p>If you want to send reminders in other languages used in the environment, you need to add the corresponding message templates in those languages as well.<\/p>\n<p><em>If you have any additional questions, please write to us at\u00a0<a href=\"mailto:support@simplbooks.ee\">support@simplbooks.ee<\/a><\/em><\/p>\n","protected":false},"author":426,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[967],"ht_kb_tag":[702,556,693,707,704,706,705,554,701],"class_list":["post-31466","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-environment-settings","ht_kb_tag-environment-settings","ht_kb_tag-invoice","ht_kb_tag-invoice-settings","ht_kb_tag-mail","ht_kb_tag-mail-template","ht_kb_tag-overdue","ht_kb_tag-reminder","ht_kb_tag-settings","ht_kb_tag-template"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/31466","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/users\/426"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/comments?post=31466"}],"version-history":[{"count":24,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/31466\/revisions"}],"predecessor-version":[{"id":31789,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/31466\/revisions\/31789"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/media?parent=31466"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_category?post=31466"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=31466"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}