Automatic follow-ups for estimates and invoices
Friendly reminders sent for you.
What it is
Follow-ups are polite emails Jobs & Jots sends for you: a nudge on estimates the client hasn't answered and reminders on invoices with a balance due.
1 Turn them on
- Open Settings → Automatic follow-ups.
- Turn on Estimate follow-up and choose the days after sending (for example 3, 7).
- Turn on Invoice reminder and choose the days after the due date (for example 1, 7, 14).
- Click Save follow-ups.
Only documents sent after you turn this on get reminders.
2 Send one now
- Open an estimate or invoice and choose More → Send reminder.
Common questions
Will a client get reminders after paying?
No. Reminders stop when the invoice is paid, and estimate follow-ups stop when it's approved, declined or expired.
Related guides
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