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To set up Invoice Reminders

  • Go to the Setup menu and choose Preferences.
  • Click the Emailing tab.  
  • 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 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.

     

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    With Invoice Reminders, AccountRight will now email your customers reminders Online company files only

    Click Invoice Reminders

    Get money in your pocket faster by automatically notifying your customers to pay their billsinvoices. When you first turn on Reminders, all of your customers will be enabled. You can stop certain customers from receiving Invoice Reminders by visiting their individual card file and selecting “Selling Details”.

    If you turn Invoice Reminders off, we’ll remember which customers you had enabled and disabled, so when you turn it back on you don’t have to worry about sorting through individual contacts again.

    This feature is still in beta, which means that when you enable it, reminders will be sent:

    • 3 days before the due date
    • 1 day after the due date
    • 1 fortnight after the due date.

    Note that AccountRight needs to be set up to send emails.

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    titleTo set up Invoice Reminders
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    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 reminders.

    3. Select the option Send to all customers.
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    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 send reminders to certain people, you can turn off reminders for them specifically by visiting their customer cards.

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

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    titleSet 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.

    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 reminders.Image Removed

    3. Click OK on the Preferences window.
    4. Select the option Send to specific customers.
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    5. Click the X in the top-right corner to close the Invoice Reminders window.
    6. Once you've completed these steps you'll need to visit the card files of the individual customers you want to send reminders to.

    To turn off reminders for individual customers
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    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.

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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.

      Deselect

      See Set up AccountRight to send emails.

    6. Select the option Send invoice reminders to this customer .
      Image Removedand 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

    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 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) 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 Send Feedback in the Invoice Reminders window to tell us what you think.

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    How do reminders look to customers?

    Online invoicing

    Personalising invoices

    Adding your bank details to invoices

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