Page tree

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. If you use AccountRight to send emails, there are two ways to gently prod your customers – invoice reminders and unpaid invoice summaries.

What's the difference? Invoice reminders allow you to choose when you want your customers to receive reminders on individual invoices. Unpaid invoice summaries contain a list of outstanding invoices that a customer will automatically be sent monthly.

You can turn invoice reminders on 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. See how 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. In your online company file, go to the Sales command centre and click Invoice Reminders. The Invoice Reminders window appears.
  2. Select the option Send invoice remindersand Send unpaid invoice summary.

  3. Select the option All customers under each of the above Send to all customers.
    Image RemovedImage Added

  4. 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.

UI Expand
titleSet up invoice reminders for selected specific customers

Set up invoice reminders for 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 customersyour customer cards.

  1. In your online company file, go to the Sales command centre and click Invoice Reminders. The Invoice Reminders window appears.
  2. Select the option Send invoice remindersand Send unpaid invoice summary.

  3. Select the option Select customers under each of the above Send to specific customers.

Image Removed
  1. Image Added

  2. Click the X in the top-right corner to close the Invoice Reminders window.
  3. 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.
  7. Click the X in the top-right corner to close the Invoice Reminders window.
  8. Click OK to save your changes.

Image RemovedImage Added

 

UI Expand
titleCustomise your reminder message and when reminders are sent

Customise your

reminder message and when

reminders

are sent

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.

Image Removed

From here, choose how many days before or after your invoice due date to send your reminder

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
You can create a maximum of 5

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

Customise your reminder

message

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 (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.

Image Added

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.

Image Removed

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.

Got feedback on

Turning off invoice reminders

?We'

To turn off invoices reminders, go to the Invoice Reminders window (Sales > Invoice Reminders) and deselect Send invoice reminders:

Deselect Send invoice remindersImage Added

We'd love to hear what you think

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

Invoice Reminders feedbackImage RemovedImage 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 »