Automatic invoice reminders

Hi Jody28

Thanks for your post and Welcome here in the Community Forum. I hope you find it a wealth of knowledge.

Here are a few things we can look at:

1. The Customer card needs to have reminders turned on under Card file > Cards List > Customer > *open the customer card* > Selling details > Invoice Reminders > *need to have a tick here to send reminders*

2. The terms on the invoice as at when the invoice was first recorded and emailed has to be as follows:

Terms:

Prepaid & C.O.D - Do not send reminders

All other payment terms will allow you to send reminders based on the due date of the invoice.

3. Inorder to send reminders, there has to be an initial attempt by the user to send the email to the client directly from our software. (if they haven't sent that invoice to the customer atleast once, the invoice reminders feature will not work) You can check to see if they have done this, by opening up the invoice and clicking on 'View all Activity'.

If you do require further assistance feel free to reply to this post.

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Cheers,
Leneth

Hi Leneth

in my initial post i confirmed that a. all customers are on 30 days b. all customers are set up for auto reminders (i have unticked a few as required) and i have clicked on View All Activity for each one that i was looking at so i know that they all had the original invoices sent directly from the software.

Thanks

Hello MYOB team

Can anyone give me a response to my query apart from a generic one?  i'd like to get this working or i may as well turn the auto reminders off and go back to manually emailing our clients once a month.

Thanks

Hi Jody28

Thanks for the update on this. I would recommend taking a look at this Help Article Setting up invoice reminders to help you with automatic invoice reminders.

Please don't hesitate to post again if you need help in the future.

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Cheers,
Leneth

Another generic response.  Your responses aren't helping at all.

I can confirm i've looked at all the instructions, help articles and Community posts that i can find relating to my issue.  I can't get the reminders to work consistently.  If i can't work out how to get them working in the next couple of months they're being turned off again because they are wasting more time than they're saving. 

MYOB just seems to be getting more buggy as time goes on.

Hi Jody28

Thank you for sharing your feedback and we apologize for the inconvenience caused to you. We already raised this issue with our product teams for investigation, in the mean time as a work around they have advised to open AccountRight in the browser via app.myob.com >> go into Sales settings >> Reminders >> Reminders settings.

We appreciate your patience on this matter. Thank you for your understanding and continued support.

Thanks,
Leneth

Can you see that you have STILL not answered my question or offered anything other than "check your settings" or "look at a help guide" and this is the third response to my post?

i know that we are still unable to access reminder settings through the desktop - yes that is a pain and has been going on for a long while now, it really should be fixed by now.  I know how it's MEANT to work.  My issue is that it isn't working.  

Hi Jody28

We understand your concerns and thank you for sharing your thoughts with us. We will pass this feedback on to the team and want to assure you that the team is working hard to get this issue resolved.

I've also sent a Private message to you here in the Community forum regarding your concern. To access this please click on your forum display picture in the top right-hand corner of your screen then choose the envelope icon that appears.

Feel free to come back to the Community Forum if you have any more questions, we are more than happy to assist.

Cheers,
Leneth