For more direct support, please call 888-958-5967 or email

Setting Up Text Message Reminders

You can set up automatic invoice reminders that will automatically send to customers via text or email every time an invoice is generated. To set up the automatic invoice reminder, go to  Email Txt & Print -> Templates. From here, you will see Automatic Templates on the left, and Custom Templates to the right. All of the templates under the Automatic Templates will send when a certain type of event occurs. If you click on the template that says Invoice Reminder you will see something like this:

When enabled, this will send to a customer any time an invoice is generated for them. To enable this template, scroll down and you'll see  Email Options and Text Options with check boxes above each respective section that say Email Enabled and Text Enabled.

Still need help? Contact Us Contact Us