VickiS's avatar
VickiS
Experienced Partner
6 years ago
Status:
Done

Invoice Reminders: Amend invoice reminders

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"

2 Comments

  • Status changed:
    New
    to
    Done

    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's avatar
    Kym__Yeoward
    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)