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.

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   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 remindersand Send unpaid invoice summary.

5. Select the option All customers under each of the above Send to all customers.
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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.

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.

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   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.
7. Click the X in the top-right corner to close the Invoice Reminders window.
8. Click OK to save your changes.

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Customise your

reminders

Customise when reminders are sent

Choose when you want to send reminders to customers. All you need to do is go to your reminders settings and at the bottom of the pop up, select Add reminder.

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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).

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Image Added — change a reminder

Image Added — delete a reminder

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

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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 your the reminder.

NOTE: You can create a maximum of 5 reminders.Image Added

Customise your reminder

emails

Tailor your reminder emails with tags.

Tags (the buttons on the right side of the popup) will retrieve information from each invoice, so you can create a general message that will be populated with specific information for each customer. That 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.

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

All you need to do is write your message and use the tags to indicate email subject and message, click where you want certain details a tag to appear, then click a tag to add it.

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When you're done, don't forget to click Save.

Take a look:

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