Send a Reminder to Pay the Job Invoice

Not all clients pay their invoices promptly. Even if you have enabled Require Payment to Access Results in your Invoicing settings, you may need a reminder occasionally.

Follow these steps to remind a client to pay the job invoice.

Here’s how to do it:

1. Sign in to your Web Account.
2. Open the Job to the Schedule tab.
3. Scroll to the Invoicing section.
4. Tap the three dots [ ... ] to open the Invoicing action menu.
5. Tap Modify Terms. 
6. Choose to Send a Payment Required Message.
7. Tap Save Changes.

Your client will be sent a Payment Required Message with a link to the client portal, where they can easily view their invoice.

If you enable Tap Inspect Payments, they can pay their invoice by tapping Pay Now.