Let Swishr Desk chase overdue invoices and nudge unsigned documents for you.
By the end reminders will run on their own, in your voice.
1. Open Automations — Choose Automations in the sidebar to see the reminders you can switch on.
2. Choose a reminder — Pick the overdue-invoice reminder or the unsigned-document nudge.
3. Set the timing — Choose how many days after the due date to send, and how many times to repeat.
4. Review the wording — Edit the message so it sounds like you. It is sent from your workspace.
5. Turn it on — Enable the automation. You can pause it at any time; nothing already sent is affected.
A reminder did not send — Check the automation is on and that the invoice is actually overdue. Reminders respect each client's email.