Reminder
Learn how to automatically send email reminders for unpaid invoices and unresponded quotes in Sophiie.
Overview
Reminders automatically send follow-up emails for invoices and quotes that haven't been resolved yet. Each is configured separately:
- Invoice reminders follow the schedule set in Invoice Settings > Reminder Timing and target unpaid invoices.
- Quote reminders follow the schedule set in Quote Settings > Reminder Timing and target quotes that haven't been accepted or declined.
The schedule is applied globally to all invoices or all quotes — you don't need to configure it on each record.
How It Works
A reminder is sent when:
- You have a reminder timing set.
- The invoice or quote has been approved.
Reminders stop automatically when:
- An invoice is fully paid or cancelled.
- A quote is accepted, declined, or cancelled.
Benefits
- Saves time by automating follow-ups
- Reduces missed payments and unresponded quotes
- Keeps communication consistent with all customers
- One schedule for each type — no need to configure reminders on every record
Conclusion
Once you configure your reminder timing for invoices and quotes and the records are issued, Sophiie automatically sends reminders until each one is resolved.