Automatic invoice reminders
We have had out invoice reminders set up since mid feb and they sometimes work and sometimes don't. I've just gone through our list of unpaid invoices from April (so all should have had two reminder...
Forum Discussion
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
