Set up invoice reminders for all customers

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

1. Click your business name in the top-right corner and choose Invoice and quote settings.
   

2. Click the Reminders tab.
   

3. Click Reminders settings. The Reminders and unpaid invoice summaries window appears.

4. On the Reminders tab, select the option Send invoice reminders.

5. Select the option Send to all customers.
   

6. Click the X in the top-right corner to close the Reminders and unpaid invoice summaries window.

Reminders will now be sent to all customers who have been emailed invoices from your MYOB account. If you don't want to send reminders to some customers, you can turn off reminders for them in their customer record.

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

Set up invoice reminders for selected customers

You can send invoice reminders to specific customers. First, enable the reminders feature then turn on reminders for the individual customers.

1. Click your business name in the top-right corner and choose Invoice and quote settings.
   

2. Click the Reminders tab.
   

3. Click Reminders settings. The Reminders and unpaid invoice summaries window appears.

4. On the Reminders tab, select the option Send invoice reminders.

5. Select the option Send to specific customers.
   

6. Click the X in the top-right corner to close the Reminders and unpaid invoice summaries window.

You can now turn on reminders for whichever customers you choose - see the next task for steps.

Set up invoice reminders for a single customer

Once you've activated the invoice reminders setting as shown in the previous task, you can turn on or off invoice reminders for specific customers.

1. From the Contacts menu, choose View contacts.
2. Click a customer's name to open their record.
3. Click Reminders settings.
   
4. On the Reminders window, select the option Send Invoice reminders to this customer. You can stop sending reminders to a customer by deselecting this option.
   
5. Click the X in the top-right corner to close the Reminders window.
6. Click Save to save the changes for this customer.
7. Repeat these steps for any other customers you'd like to send reminders to.

To turn off invoice reminders for all customers

This is how you can turn off invoice reminders for all your customers. If you only need to turn it off for specific customers, see Set up invoice reminders for a single customer above.

1. Click your business name in the top-right corner and choose Invoice and quote settings.
   

2. Click the Reminders tab.
   

3. Click Reminders settings. The Reminders and unpaid invoice summaries window appears.

4. Deselect the option Send invoice reminders.
   
5. Click the X in the top-right corner to close the Reminders and unpaid invoice summaries window.

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 Reminders and unpaid invoice summaries window (click your business name > Invoice and quote settings > Reminders > Reminder settings).

— change a reminder

— delete a reminder

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

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.

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 trading name and the customer's name in the reminder email.

If you haven't entered a trading name in your Business details, your business name will be used instead.

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.

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