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Turning off Invoice reminders

ComeFixit

Hi Ya'll

Firstly happy New year to you all.

Does Myob Solo have a function where one can either regulate or turn off invoice reminders?

General videos and info I have searched don't seem like they relate directly to Myob Solo, unless I have missed something very basic.

Please advise

Kind Regards

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ComeFixit

Hi Sigrid, thanks so much for that. Yes I had briefly looked on some forums here as well. I will check each time I send an invoice to a regular client to have notification reminders switched off.

Awesome

Thanks once again

All comments

Sigrid-Solo

G'day and happy new year @ComeFixit !

First things first: How to use automatic reminders

It's not possible to customise reminders, but other Solmates have suggested the same. We even have a post on the forum where you can vote on that idea! Customisable payment reminders | MYOB Community

You can easily turn reminders on or off for each customer, either when creating an invoice or by jumping

into an existing invoice and editing. Under Payment terms simply set the Send payment reminders toggle to On, and Solo will send reminders for all their invoices.

Note: The reminder schedule is:

3 days before due date
On due date
1 day after due date

So, if an invoice is already overdue once you enable reminders, then it might not send one. In those cases you can simply send a nudge manually by resending the invoice and adjusting the email text if needed.

Second things second: Troubles finding information

I definitely want to take a look at your help finding journey, because it sounds like finding the right information was not as easy as it should have been!

We do have a dedicate help space for Solo here: https://www.myob.com/au/support/solo

Where you able to find this space when you were searching for the info? Essentially, I'd love to know more about where you searched, what you found, and basically anything about your process to find information.

This will help us improve Solo and make sure all our Solmates can find all the info they need 💜

Let me know how you go with the reminders, and if anything is still fuzzy I'll jump right back in 😀

ComeFixit

Hi Sigrid, thanks so much for that. Yes I had briefly looked on some forums here as well. I will check each time I send an invoice to a regular client to have notification reminders switched off.

Awesome

Thanks once again

Sigrid-Solo

My pleasure @ComeFixit, glad I was able to help!

Keep the questions and good ideas coming, we're always listening and ready to dive in to help our Solmates out 💜