Invoice Reminders

DrillerDB allows you to send manual payment reminders to customers with unpaid invoices. This helps you follow up on overdue payments while maintaining professional communication.

Manual Reminders

Send one-time reminders when you need to follow up on an unpaid invoice:

1. Open an unpaid invoice in DrillerDB
2. Click "Send Reminder"
3. Review or customize the reminder message
4. Send the reminder email to the customer

Manual reminders give you control over when and how you follow up with customers about payments.

Reminder Email Content

Reminder emails include:

• Friendly greeting with customer name
• Invoice number, date, and amount due
• Number of days overdue (if applicable)
• Direct link to view and pay the invoice
• Your contact information for questions
• Payment instructions and accepted methods

You can customize the message before sending to add personal notes or address specific circumstances.

Email Tracking

Track reminder email activity for each invoice:

• Date and time when reminders were sent
• Email open tracking
• Email click tracking
• Payment activity following reminders

This history helps you document your collection efforts and understand when customers engage with your reminders.

When to Send Reminders

Consider sending manual reminders at these times:

• A few days before the invoice due date
• On the invoice due date
• Several days after the due date
• For high-value invoices requiring special attention
• When following up on customer inquiries

Consistent follow-up on unpaid invoices helps maintain healthy cash flow and reduces overdue balances.