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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.
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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