Invoice Reminders
When you create an invoice or estimate in TrulySmall Accounting, you have the option to set a reminders before and/or after the due date.
Before the Due Date
When you select "Send Due Reminder", TrulySmall will automatically send a reminder to your client two (2) days before the due date to remind them of the upcoming payment.
After the Due Date
When you select "Send Overdue Reminder", TrulySmall will automatically send a reminder to your client two (2) days after the due date if the invoice remains unpaid.
Estimate Reminders
For estimates, when you select "Send Expiry Reminder", TrulySmall will send a reminder two (2) days before the expiration date. This ensures that your clients are aware of the expiration and can take action if they wish to accept the estimate.
