How does prigmar get my invoices paid without me chasing clients do the reminders go out automatically
1
How does Prigmar get my invoices paid without me chasing clients, do the reminders go out automatically?
add comment
Answers
0
Yes, the invoice agent sends reminders for you. You send the invoice once, and it follows up on the schedule you set. You are not opening your inbox to nudge anyone.
Here is how it runs:
1. Connect the invoicing agent and your payment channels.
2. Create the invoice and pick a due date.
3. Set the reminder cadence, for example a nudge at 3 days before due and again at 3 days after.
4. Choose approve or auto send for each step.
5. Watch payments come in from one dashboard.
If a reminder fails to send, the usual cause is a missing or bounced client email. Check the contact record first, fix the address, and the agent resumes the cadence from the next scheduled step. If your payment link broke, reconnect it in settings, then resend the last reminder.
On approve mode you get a draft to release. On auto send it goes out on its own. Either way you are not chasing anyone. Invoices go out on time and money comes in without you writing a single follow up email.