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Revenue

Send Invoice Reminders in Real Time

Keeping up with overdue invoices can be challenging without the right tools in place. Engagifii’s invoice reminder feature allows your team to efficiently follow up on open invoice balances immediately, directly from within your Aged Receivables Report. Whether you’re pursuing a single overdue payment, reaching out to a buyer about multiple open invoices, or conducting a bulk outreach effort, the real-time reminder system is designed to accelerate your receivables process while giving you full control over what is sent to each of your buyers.

Invoice Reminders

Take Action Directly from the Aged Receivables Report

Take Action Directly from the Aged Receivables Report

Invoice reminders can now be conveniently triggered from the Aged Receivables Report. This enhancement transforms your aging report from a static summary into a responsive workflow tool. As soon as valid, unpaid or partially paid invoices are selected, the system activates a contextual “Send Reminder” button. You can initiate follow-ups by filtering by the invoice aging buckets: 0–30, 31–60, 61–90, or 90+ days. Every reminder is grounded in real-time data, ensuring accuracy in outreach.
Take Action Directly from the Aged Trial Balance

Communicate with the Right Buyers at the Right Time

The workflow offers flexibility for both individualized and large-scale follow-ups. You can choose to send a reminder to a single buyer or a filtered group based on invoice status, client type, or organizational context. Fully paid invoices or those without billing contacts won’t appear in the reminder report, ensuring that only relevant, actionable follow-ups are generated. This reduces administrative friction while helping your finance team stay focused on the buyers who require attention.

Deliver Clear, Personalized Communications with “Pay Now” Actions

Deliver Clear, Personalized Communications with “Pay Now” Actions

Each invoice reminder email displays all relevant invoice information in a clean, structured layout, including the invoice number, due date, amount due, and a unique “Pay Now” button for immediate payment. These personalized payment links are generated per recipient, making the process both secure and traceable. Reminders start with a default email body template. If needed, admins can edit the message text directly before sending to add custom context or adjust the tone to better match the buyer relationship.
Maintain a Complete Record of Reminder Activity

Maintain a Complete Record of Reminder Activity

Every reminder sent is automatically recorded in the invoice’s activity log. This ensures complete visibility for your internal teams. The Activity Log captures when the reminder was sent, by whom, and to which contact. Users can easily view this history on the invoice record itself, eliminating the need for offline tracking. Additionally, the Aged Receivables Report and Transactions List have been updated to display the last reminder sent timestamp and status, so that staff can prioritize follow-up efforts confidently.
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