Reminder flows
Set up custom reminder flows in Proper that allow you to automate payment reminders for overdue invoices.
You can schedule as many email reminders as you wish and customise when they should be sent. You also have full control over the message of the reminder and which languages you want to support.
Reminder emails are sent according to your flow until the customer either pays their invoice or receives all steps of the reminder flow.
How to set up a reminder flow
Open the Reminders section
Go to Flows.
Create a new flow
Click “New flow“. You can create as many flows as you need.
Set a name
Give your reminder flow a name
Define who is included
Add conditions to control who will be reminded within the new flow, for example:
- Only invoices above a chosen amount (e.g. > 5000 DKK).
- Customers in a specific country or region (to send reminders in their local language).
- Exclude selected customers by name.
Configure timing
Add one or more reminder steps. For each step, choose when the reminder should be sent (e.g. 3 days after the invoice becomes overdue, then 10 days after the first reminder email).
Compose messages
Write the reminder message for each step. Use placeholders to include the customer name, the invoice number, the amount of the invoice and the due date in the email content.
You can write them in the language that should be used for the customers falling into the conditions that were set.
Review and activate
Review the flow settings and click "save". Your new reminder flow is then automatically activated.
(Optional) Deactivate
You can always deactivate a reminder flow under Actions.