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Does Shootproof automatically send clients a courtesy email notification as contacts and invoices approach their due date?

  • 13 September 2021
  • 2 replies
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I have had several clients lately who have missed their due dates for signing contracts and paying invoices. Does Shootproof automatically notify them via email the day before or so before the contract or invoice is due? Is there something I'm missing when creating contracts and invoices that I should be checking in order for a courtesy email reminding clients of a quickly approaching due date?

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Best answer by KarenClouse 29 September 2021, 15:22

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Hi @Penney! While we don’t automatically send out emails on your behalf, you can create an email campaign to send reminders to clients about upcoming or late payments. Here’s a tutorial on setting that up.

For contracts, I typically just email them directly after a few days to be sure they received it :)

Let me know if you have any other questions!

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