JodieGSR's avatar
JodieGSR
Member
8 months ago
Status:
On Hold

Scheduled ongoing invoice reminders

I am shocked and disappointed account right does not have the ability to send invoice reminders on a continuous basis if the invoice remains outstanding. The schedule configuration sends the invoice reminder as a once off eg if it is set to be sent at 30days after the due date it will however it will not re send this in another 30days if the invoice remains outstanding. 

Also, when viewing the history of the invoice to see sent dates etc the scheduled reminder's do not list in this view, this is not user friendly when following up outstanding invoices with clients the history is vital during client communication re efforts to have invoices paid etc.

Sales

6 Comments

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    20 days ago
    Status changed:
    Open
    to
    On Hold

    We are changing this idea's status to On Hold due to low community engagement (comments and votes) over the last six months. The idea remains in our developer backlog, but it will be prioritised for review if it receives more votes.

  • ChrisMc's avatar
    ChrisMc
    MYOB Staff
    8 months ago

    Thanks Jodie, I will provide this feedback to the development team

  • JodieGSR's avatar
    JodieGSR
    Member
    8 months ago

    Unfortunately emailing a monthly statement to our corporate clients does not work, we are required to send individual invoices providing specific reference numbers for the individual invoice on an email not as a group. 

    Sending reoccurring emails for outstanding invoices would not be a unique request most businesses chasing outstanding debts would be doing this, manually performing this task for the large numbers of invoices is not best practice/time effective knowing we are using a program that should be supporting the basics.  

  • ChrisMc's avatar
    ChrisMc
    MYOB Staff
    8 months ago

    Thanks Jodie for your feedback
    Recommend using monthly customer statements as well.  These can be emailed at any time, but often used monthly

  • JodieGSR's avatar
    JodieGSR
    Member
    8 months ago

    Thanks Chris I am aware of these options BUT these reminders are not continuous they only send as one off, if the invoice remains unpaid the reminder does not get re emailed.

    For example, the reminder has been set to be 30days post invoice date, and the invoice is 90days overdue it will not send a reminder every 30days until the invoice is paid.

  • ChrisMc's avatar
    ChrisMc
    MYOB Staff
    8 months ago

    Hi Jodie
    Thank you for your query
    AccountRight can utilise the invoice reminders via the browser, see below link to setup

    Invoice Reminders

    Hope this is helpful
    Regards Chris