Reminders, late fees, and email delivery
How do I set a flat or percentage late fee?
Choose a flat fee or a percentage for invoices that qualify for late fees.
How do I change reminders on one invoice?
Choose reminder schedules on the invoice you want to follow up, without changing the business default.
Why did an older invoice not send a reminder?
A new business reminder default does not enroll all older invoices.
How do I set reminders for an estimate awaiting a response?
Choose reminders for an estimate that is still waiting for the customer’s response.
What should I do if an email's delivery status is uncertain?
An uncertain email attempt needs review before you try another send.
What should I check if a customer has not received a document email?
Use the document’s recorded attempt and recipient to investigate a missing email.
How do I connect Gmail to send documents from my email address?
Send documents from a Gmail or Google Workspace address that supports app passwords.
How do I set automatic reminders for new invoices?
Choose which reminder schedules a new invoice starts with. You can still change the choices on an individual invoice.
How do I connect Gmail using an app password?
Create a password just for Invoice Crowd when your Google account supports it.
How do I change the default wording of document emails?
Change the wording your team sees when preparing a document email.
How do I use my own outgoing email server?
Use your email provider’s outgoing server for one business.