Before you set your reminders to go live, you can get a handy email sent directly to your email inbox which gives you an exact preview of the reminder before it is sent.

Simply go to your Outbox, click Preview next to any Reminder, then Send Preview to: button. The Reminder email will be sent to your own Inbox.

If you haven't yet enabled email reminders you can preview what an email reminder would look like for the customer by selecting an invoice and then clicking the 'Prepare instant reminder' button.

You'll be taken to an instant reminder template. Click on the Preview & Send tab

Then click 'Send Preview to: *your email address* ' 

The email will then be sent to your inbox and will show as if you were the client receiving the email reminder.


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