The Open Invoice Reminders features in Syncro allows you to send automated reminders for open invoices based on the invoice aging.

Create a Reminder

To create a new Open Invoice Reminder, follow these steps:

1. Navigate to Admin > Invoices - Open Invoice Reminders:
   
   Syncro displays the Open Invoice Reminder Messages page:
   
   
2. In the upper right, click +New Open Invoice Reminder. Syncro displays the New Automated Reminder page:
   
   
3. Enter a meaningful Name for your reminder. (This is the name as it will appear in the table on the Open Invoice Reminder Messages page.)
4. Select a Schedule Mode:

• After N Days: Syncro sends a reminder email one time per invoice when the invoice is N days old. You could create one reminder for 30 days, another for 60, and one more for 90 for example, with different messages. If you're are setting this up and you already have people 90+ days past due, they will initially get duplicates, but that won't happen with invoices going forward.
• Every N Day of Month: Syncro sends a reminder email every month (every N days) as long invoices are overdue (i.e., forever). For example, you send a reminder every 1st of the month to every invoice that is more than 30 days overdue. This mode doesn't allow you to change the messaging.

5. Enter (or select) the number of days to use. This is the “N” used in the Schedule Mode you selected; it's required.
6. If you selected the “Every N Day of Month” Schedule Mode, enter (or select) the Day of the Month to use. For example, entering “5” will send the reminder every 5th day of the month.)
7. Optionally, enter an email address for CC Email and/or BCC Email to copy when the reminder is sent. 
   
   Tip: Copy yourself to see how the reminder is working.
   Note: If Mailboxes are configured, Syncro populates the “From Email” with the mailbox you select for the “Billing” category. If no Mailboxes are configured, Syncro populates the “From Email” field with a default address. (See About the Email Categories for more information.)
    
8. Create your communication in the Email Message field. This field accepts HTML formatting, but as a best practice you should keep it simple; this message will automatically send with the invoice PDF attached using your email template. 
   
   Tip: Use the Available Template Tags  on the right to customize your reminder message.
    
    
9. Check the “Enabled” box.
10. Click Create Open Invoice Reminder. Syncro displays a confirmation page:
    
11. At the bottom left, click the “Back” link. Syncro displays your new Open Invoice Reminder in the table. The reminder will be sent when conditions are met.

Notes: 

• Syncro sends Open Invoice Reminders daily at 8:00 a.m. Pacific time. 
• The subject line of your Open Invoice Reminder email has the following format: [Business Name] - Open Invoice Reminder Inv# XXXXXX

Edit or Delete an Existing Reminder

To edit an existing Open Invoice Reminder, click its corresponding Edit (pencil) icon in the far right of the table:

To delete an existing reminder, click its red X, then click OK to confirm.

Tip: Instead of permanently deleting a reminder, you could edit it and uncheck the “Enable” box.