Get Paid Faster with Automated Invoice Reminders
Zibster includes powerful email automation tools that help you follow up on open invoices — automatically.
With just a few clicks, you can set up reminders to go out to your clients about due dates, next steps, and more — no manual follow-up needed.
This guide will walk you through how to turn on email automation for your Invoices.
STEP ONE
Log Into Your Zibster Account
Go to your Zibster Control Panel and click Quotes & Invoices from the left-side menu.
STEP TWO
Go to the Invoices Section
Click on the INVOICES tab at the top of the Quotes & Invoices area.
STEP THREE
Open or Create an Invoice
You can either:
- Click on an existing Invoice Number to edit one, or
- Click New Invoice to create a brand-new one.
STEP FOUR
Edit Invoice Settings
Once inside the invoice, click the EDIT button in the top right corner to open the invoice settings panel.
STEP FIVE
Enable Email Automation
On the right-hand side, click EMAIL AUTOMATIONS.
From here, you can:
- Choose an existing automation series from the dropdown
- Edit the series to customize timing and message content
- Create a new series to match your unique follow-up process
Click Save Changes when you're done.
HOW IT WORKS
- 💌 Emails are sent once per day at 9 AM (based on your account’s time zone)
- 📧 Each email is only sent once per invoice
- ✅ Emails are sent only if they match your automation rules (like invoice status or due date)
- 🔁 Changes to your automation series will affect future messages and tracking
WHY USE AUTOMATED REMINDERS?
✅ Save time — no need to follow up manually
✅ Send helpful, timely nudges to clients
✅ Keep your invoices from slipping through the cracks
✅ Get paid faster with less effort
