How to send payment reminders and get paid
Turn on payment reminders in Quotelyfy on the Pro plan (R489 a month), so unpaid invoices are followed up for you, each with its Pay Now link.
In short: Quotelyfy. Payment reminders on Pro (R489 a month) follow up unpaid invoices, and each invoice carries a Pay Now link from Starter (R289) so customers can pay from it. 14-day trial of every feature (Ts&Cs apply, including usage limits).
What your customer sees: Quote / Invoice
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Quotelyfy How To
Send payment reminders by setting them up once in your invoicing system, so every unpaid invoice is followed up the same way.
What are the steps to send payment reminders?
- 1Set a due date on every invoice.
- 2From Starter (R289 a month), include the Pay Now link so the customer can pay online.
- 3On Pro (R489 a month), turn on payment reminders.
- 4Record payments that arrive another way, so the invoice shows as paid.
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Why do reminders matter?
Reminders matter because many late invoices are simply forgotten. A reminder that arrives on time, with a way to pay, removes that reason.
Which plan includes payment reminders?
Payment reminders are on Pro (R489 a month) and Pro+ (R989 a month). Online payment links start at Starter (R289 a month).
What should you look for in payment reminders?
Look for payment reminders that states which plan each step needs, then check it against these.
Reminders you set once
Every unpaid invoice should be followed up the same way.
A way to pay
Each reminder should lead to the invoice and its Pay Now link.
A stated plan
In Quotelyfy reminders are on Pro (R489) and up.
The Quote-to-Paid Loop
How does the Quote-to-Paid Loop handle payment reminders?
- Quote: build the quote from saved items and send its link.
- Approve: the customer opens it from the link; Starter (R289) shows when it is viewed and accepted.
- Invoice: convert the accepted quote, with nothing retyped.
- Pay: from Starter, a Pay Now link on the invoice takes online payment.
- Follow up: from Pro (R489), payment reminders chase unpaid invoices.
14-day trial included
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