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Online company files only

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Known issue: Invoice Reminders page is blank. We're aware of an issue that results in some users only seeing a blank page when they click the Invoice Reminders button. We're working to fix this issue. If this affects you

email directly from AccountRight

, you can

automatically send reminders to your

open your invoice reminders settings when you access your company file in a web browser - just click your business name > Sales settings > Reminders tab > Reminders settings button.

Get money in your pocket faster by automatically notifying your customers to pay their invoices. You can choose If 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 to send your customers :

invoice reminders - the customer will receive a reminder:
- 3 days before the invoice due date
- 1 day after the due date, and
- 1 fortnight after the due date
a summary of unpaid invoices - the customer will receive a list of their unpaid invoices on the first of each month

When you first turn on these options, they'll apply to all your customersa monthly summary of unpaid invoices.

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

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title	Set up invoice reminders for all customers

Set up invoice reminders for all customers

In your online company file, go to the Sales command centre and click Invoice Reminders. Alternatively, go to the Setup menu > Preferences > Emailing tab > Invoice Reminders. The Invoice Reminders window appears.
Select the option Send invoice reminders.
Select the option Send to all customers.
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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

a customer

to

receive invoice

send reminders to certain people, you can turn off

the preference in

reminders for them specifically by visiting their customer

card

cards.

Once you've set

To turn off invoice reminders

up, you don't need to be signed into your MYOB software for the reminders to be sent – they're sent automatically.

Here's how to do it:

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

To turn on invoice reminders

Go to the Setup menu and choose Preferences.

Click the Emailing tab.

Click

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title	To turn on Set up invoice reminders

for specific customers

Set up invoice reminders for selected customers

You can choose to send invoice reminders to 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 your customer cards.

In your online company file, go to the Sales command centre and click Invoice Reminders. Alternatively, go to the Setup menu > Preferences > Emailing tab > Invoice Reminders. The Invoice Reminders window appears.
Select your preferred options (the option Send invoice reminders and/or Send unpaid invoice summary).
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Select the option Send to specific customers.
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Click the X in the top-right corner to close the Invoice Reminders window.
Click OK on the Preferences window.
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These options now apply to all customers. To turn off invoice reminders for all customers, repeat these steps to deselect the deselect the Send invoice reminders option.

Once you've completed these steps you'll need to visit the card files of the individual customers you want to send reminders to. See the next task for details.

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title	To turn off Set up invoice reminders for a single customer

To turn off

Set up invoice reminders for a single customer

Go to the Card File command centre and click Cards List.
Click the Customers tab.
Click the zoom arrow to open the customer's card.
Click the Selling Details tab.
Click Invoice reminders.
Deselect
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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.
Select the option Send invoice reminders to this customer.Image Removed
Click the X in the top-right corner to close the Invoice Reminders window.
Click OK on the Card Information window to save your changes.Image Removed

The customer will stop being sent invoice reminders. To turn it back on, repeat these steps and select the Send invoice reminders to this customer option.

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title	Customise 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 or Setup menu > Preferences > Emailing tab > 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 the reminder.

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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.

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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 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:

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

Turning off invoice reminders

To turn off invoices reminders, go to the Invoice Reminders window (Sales > Invoice Reminders or Setup menu > Preferences > Emailing tab > Invoice Reminders) and deselect Send invoice reminders:

Deselect Send invoice reminders Image Added

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<h2><i class="fa fa-comments"></i>  FAQs</h2><br>

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title	Why is an invoice reminder not being sent?

Why is an invoice reminder not being sent?

Invoice reminders can only be sent if you email directly from AccountRight.

Also, invoice reminder won't be sent where the invoice Terms is set to Prepaid or C.O.D. To check, go to the Sales command centre > Sales Register > Open Invoices tab > open the invoice > Terms.

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title	Where do I change my email "reply-to" address?

Where do I change my email "reply-to" address?

You can change the reply-to email address in your email preferences (Setup menu > Preferences > Emailing tab > Reply-to Email Address). Note that you can only have one reply-to address for each company file, and it will apply to all emails.

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How do reminders look to customers?

Online invoicing

Personalising invoices

Adding your bank details to invoices

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Key

Set up invoice reminders for all customers

To turn on invoice reminders

Set up invoice reminders for selected customers

Set up invoice reminders for a single customer

Customise your reminders

Customise your reminder frequency

Customise your reminder emails

Turning off invoice reminders

Why is an invoice reminder not being sent?

Where do I change my email "reply-to" address?

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