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Product Ideas

Invoice Reminders: Amend invoice reminders

Experienced Partner

73Posts

53Kudos

1Solutions

73 Posts
Experienced Partner
Australia

Thank you for adding in the ability to add in additional reminders or amend or delete the 3 default ones.  Great work guys.

 

Could we also get an option to select in this screen a couple of things

 

  1. Ability to add a default Statement or Invoice template at each stage such as these examples 
    • 3 days before - Invoice template (standard)
    • 1 day after - Invoice template with watermark "Overdue"
    • 14 days after - Invoice template with watermark "Final Reminder"
  2. Add an email address to either the Invoice Reminder or Statement at top level of individual level like you can select a different email addresss for
    • Sending payslips - different in the Payment Details tab to Profile tab
    • Send remittance advice (Purchases) - different in the Payments Details tab to Profile tab

"Invoice Reminders | set a default template and email address to use"

Current Status: Done
Last Changed: March 2019

Hi Everyone

With the release of AccountRight 2019.1 comes the ability to customise your existing invoice reminders and also set up additional reminders (up to 5 in total). More information on this feature and how to obtain the update do please see AccountRight 2019.1 now available

2 Comments
Steven_M
45,180 Posts
Former Staff

Hi Everyone

With the release of AccountRight 2019.1 comes the ability to customise your existing invoice reminders and also set up additional reminders (up to 5 in total). More information on this feature and how to obtain the update do please see AccountRight 2019.1 now available

Kym__Yeoward
Ultimate Partner
1,690 Posts
Ultimate Partner

Could you also add an option to send an invoive reminder to an individual customer, in the To Do List - Accounts Reeceivable ?

 

Kym Yeoward (Darwin)