Emailing Unpaid Invoice Reminders

When using WorkGuru, the connected accounting system should be the point of truth for clients statements and accounts payable/receivable.  However, WorkGuru does provide an easy way to resend invoices or reminders for unpaid invoices.  The unpaid invoices tab will display all invoices without a payment applied, either manually or via automatic reconciliation from the connected accounting system.  The tab will also display the specific unpaid invoice email template so you can separate the content and tone of your invoice reminder emails from the initial email.

In the invoice dashboard, click on the Unpaid tab.  All invoices without a payment applied will display in the table.

Select the unpaid invoices you want resend using the checkboxes at the start of each row.  The unpaid email template will display.  Select the invoice template with the Send Invoice as Template dropdown, Emails to CC and modify your Message body as required. Click Bulk Send Invoices to send the emails to the client(s).

Note: There is no facility to automate invoice reminders in WorkGuru, these should be managed from your accounting system.