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Online company files only

Get money in your pocket faster by automatically notifying your customers to pay their invoices. There are two ways to gently prod your customers in AccountRight – invoice reminders and unpaid invoice summaries.

You can turn reminders on for all customers then deselect a few by visiting the individual card files of certain people. Or, to turn on reminders for a few people, just enable the feature and select individual customers by visiting their card file.

Before you can send reminders, your company file needs to be online and set up to send emails from AccountRight. Once you've set this up, you can automatically send reminders to your customers by following the steps belowIf 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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titleTo turn Set up invoice reminders on or off for all customers
To turn

Set up invoice reminders

on or off

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 Send to all customersunder each.
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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.

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If you've upgraded to AccountRight 2018.4 you can access invoice reminders through your sales command centre.

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titleTo turn Set up invoice reminders on or off for a selection of for specific customers
To turn

Set up invoice reminders

on or off for a selection of

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 customers.

  • Go to the Setup menu and choose Preferences.

  • Click the Emailing tab.
  • Click

    your customer cards.

    1. In your online company file, go to the Sales command centre and click Invoice Reminders. The Invoice Reminders window appears.
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      Invoice Reminders button greyed out? This indicates that your file is not online or you haven't set up AccountRight to send emails. See Set up AccountRight to send emails.

    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.
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    4. Click the X in the top-right corner to close the Invoice Reminders window.
    5. Once you've completed these steps you'll need to visit the card files of the individual customers you want to send reminders to.

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    titleTo turn Set up invoice reminders and invoice summaries on or off for a single customer
    To turn

    Set up invoice reminders

    and invoice summaries on or off

    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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    How do invoice reminders look to your customers?

    When you enable invoice reminders, your customer will receive an email reminder:

      • 3 days before the invoice due date
      • 1 day after the due date, and
      • 1 fortnight after the due date

    Here's what these emails will look like:

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    How does the summary of unpaid invoices look to customers?

    We're currently working on this feature so it's not available yet. Keep your eyes on this page to see when it goes live.

    When you enable this feature, your customer will receive a list of their unpaid invoices in one place.

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    titleCustomise 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).

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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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