Child pages
  • Setting up invoice reminders

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML Wrap
classsection group
HTML
<span data-swiftype-index="true">
HTML Wrap
classcol span_3_of_5

Online company files only

Get money in your pocket faster by automatically notifying your customers to pay their invoices. There are two ways to gently prod your customers in AccountRight – invoice reminders and unpaid invoice summaries (coming soon).

You can turn reminders on for all customers then deselect a few by visiting the individual card files of certain people. Or, to turn on reminders for a few people, just enable the feature and select individual customers by visiting their card file.

Before you can send reminders, your company file needs to be online and set up to send emails from AccountRight. Once you've set this up, you can automatically send reminders to your customers by following the steps belowIf you email directly from AccountRight, this is a great way to gently remind your customer to pay you. You can also set up unpaid invoice summaries for a monthly summary of unpaid invoices.

We'll show you how to set up invoice reminders for all or selected customers. Also, find out what invoice reminders will look like to your customers.

 

UI Expand
titleSet up invoice reminders for all customers

Set up invoice reminders for all customers

Turn on invoice reminders for all of your customers. Here's how:

  1. Go In your online company file, go to the Setup menu and choose Preferences.
  2. Click the Emailing tab.
  3. Click Sales command centre and click Invoice Reminders. The Invoice Reminders window appears.
    UI Text Box
    sizemedium
    typenote

    Invoice Reminders button greyed out? This means your company file isn't online or you haven't set up AccountRight to send emails. See Set up AccountRight to send emails.

  4. Select the option Send invoice reminders.

  5. Select the option All Send to all customers.
    Image RemovedImage Added

  6. Click the X in the top-right corner to close the Invoice Reminders window.

Now invoice reminders will be automatically sent to all customers who have been emailed invoices. If you don't want to sent send reminders to certain people, you can turn off reminders for them specifically by visiting their contact customer cards.

To turn off invoice reminders for all customers, repeat these steps and deselect the option Send invoice reminders.

text-box
ui-
sizemedium
typenote

If you've upgraded to AccountRight 2018.4 you can access invoice reminders through your sales command centre.

Image Removed

ui-expand
titleSet up invoice reminders for a selection of specific customers

Set up invoice reminders for

a selection of

selected customers

You can choose to send invoice reminders to a select group specific customers. First, you'll need to enable the reminders feature by following the steps below. Then, you'll need to turn on reminders in the individual card files of your customers.

  • Go to the Setup menu and choose Preferences.

  • Click the Emailing tab.
  • Click

    your customer cards.

    1. In your online company file, go to the Sales command centre and click Invoice Reminders. The Invoice Reminders window appears.
      UI Text Box
      sizemedium
      typenote

      Invoice Reminders button greyed out? This indicates that your file is not online or you haven't set up AccountRight to send emails. See Set up AccountRight to send emails.

    2. Select the option Send invoice reminders.

    3. Select the option Select Send to specific customers.
      Image RemovedImage Added

    4. Click the X in the top-right corner to close the Invoice Reminders window.
    5. Once you've completed these steps you'll need to visit the card files of the individual customers you want to send reminders to.

    UI Expand
    titleSet up invoice reminders for a single customer

    Set up invoice reminders for a single customer

    1. Go to the Card File command centre and click Cards List.
    2. Click the Customers tab.
    3. Click the zoom arrow to open the customer's card.
    4. Click the Selling Details tab.
    5. Click Invoice reminders.

      UI Text Box
      sizemedium
      typenote

      Invoice Reminders button greyed out? This means your company file isn't online or you haven't set up AccountRight to send emails. See Set up AccountRight to send emails.

    6. Select the option Send invoice reminders to this customer and Send unpaid invoice summary to this customer.Image Removed
    7. Click the X in the top-right corner to close the Invoice Reminders window.
    8. Click OK to save your changes.

    Image Added

    ui-expand
    titleCustomise your reminders

    Customise your reminders

    You can have up to 5 different reminders—each set up to send at different times and containing different email messages. This means you can nudge your customers as frequently and as gently as you choose.

    You can customise your reminders from the Invoice Reminders window (Sales > Invoice Reminders).

    Image Added

    Image Added — change a reminder

    Image Added delete a reminder

    + Add reminder set up a new reminder (maximum of 5).

    ui-text-box
    sizemedium
    typenote

    Invoice summaries are currently disabled. While you can see this feature and even tick the checkbox, your customers will not receive invoice summaries. Keep an eye on this page to see when it goes live.

    How do invoice reminders look to your customers?

    When you enable invoice reminders, your customer will receive an email reminder:

      • 3 days before the invoice due date
      • 1 day after the due date, and
      • 1 fortnight after the due date

    Here's what these emails will look like:

    Image Removed

    Summary of unpaid invoices (coming soon)

    We're currently working on this feature so it's not available yet. Keep your eyes on this page to see when it goes live.

    When you enable this feature, your customer will receive a list of their unpaid invoices in one place.

    Remember—changes to a reminder apply to all customers who receive reminders.

    Customise your reminder frequency

    When changing or adding a reminder, choose how many days before or after your invoice due date to send the reminder.

    Image Added

    Customise your reminder emails

    Tailor your reminder emails with tags.

    Tags retrieve information from each invoice, so you can create a general message that will be populated with specific information for each customer. Available tags are listed on the right of the New reminder window.

    So in our example, the tags [TRADING_NAME] and [CUSTOMER_NAME] appear in square brackets when setting up the reminder. But these will show your company's name and the customer's name in reminder email.

    Image Added

    This means each customer will receive an email with information relevant to them.

    All you need to do is write your email subject and message, click where you want a tag to appear, then click a tag to add it. When you're done, don't forget to click Save.

    Take a look:

    Image Added

    UI Text Box
    typetip

    See what invoice reminders have been sent in your sent emails list.

    We'd love to hear what you think

    We're keen to hear from you about how we can improve invoice reminders, so click Send Feedback in the Invoice Reminders window to tell us what you think.

    Image Added

    HTML
    </span>
    HTML Wrap
    width15%
    classcol span_1_of_5
     
    HTML Wrap
    floatleft
    classcol span_1_of_5
    Panelbox
    namegreen
    titleRelated topics
    HTML Wrap
    classsidebarlinks

    How do reminders look to customers?

    Online invoicing

    Personalising invoices

    Adding your bank details to invoices

    Panelbox
    nameyellow
    titleFrom the community

    RSS Feed
    titleBarfalse
    max5
    showTitlesOnlytrue
    urlhttp://community.myob.com/myob/plugins/custom/mindyourownbusiness/myob/custom.myob.search-endpoint-rss?advanced=false&allow_punctuation=true&filter=location&location=forum-board%3ASales_and_Purchases&q=invoice+remindersrss/search?q=invoice+reminders&filter=labels%2Clocation&location=category%3AAccountRight&search_type=thread

    HTML Wrap
    classmorelinks
    More »