How to Convert Accepted Proposals to Invoices or Projects In Britixo CRM?

📘 Introduction:

Britixo practice management software makes chasing late payments easy by allowing you to set automatic invoice reminders. These reminders help maintain steady cash flow by prompting clients about due or overdue invoices—saving time and ensuring timely payment without manual follow-ups.

📅 Step-by-Step: Set Up Automatic Invoice Reminders

1. Navigate to Invoice Reminder Settings

• From your Britixo CRM UK dashboard, go to Settings > Invoices
  
  

• Scroll down to the Invoice Reminder section
  
  

2. Enable Automatic Reminders

• Check the box to enable “Send invoice overdue reminders”
  
  

3. Configure Reminder Schedule

Set when reminders should be sent:

• Enter the number of days after invoice due date (e.g., 3 days, 7 days)
  
  

• Multiple reminders can be scheduled (e.g., 3 days overdue, 7 days overdue, 14 days overdue)
  
  

4. Customise Reminder Messages

• Go to Settings > Email Templates
  
  

• Choose Invoice Overdue Notice template
  
  

• Customise subject, content, and placeholders (like {client_name}, {invoice_number}, {due_date}) to fit your branding and communication style
  
  

5. Save Settings

• Click Save
  Britixo will now automatically send reminders based on your schedule.
  
  

📨 Sending Manual Invoice Reminders

If you need to manually send a reminder:

• Navigate to Sales > Invoices
  
  

• Select the overdue invoice and click Send Reminder
  
  

• Customise the reminder email and send
  
  

📊 Tracking Invoice Reminders

• Each reminder sent is logged in the invoice Activity Log
  
  

• Use this feature to monitor client responses and follow-ups
  
  

✅ Pro Tips:

• Be professional but clear in your reminder messages
  
  

• Avoid overwhelming clients—space your reminders reasonably
  
  

• Use automatic reminders in combination with manual follow-ups for best results.