Child pages
  • Setting up invoice reminders

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

With Invoice Reminders, AccountRight will now email your customers reminders to pay their bills. 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.

Anchor
officeworks
officeworks

 

How to
UI Expand
titleHow do I To set it up ?
Invoice Reminders

To set up Invoice Reminders

:Open AccountRight

  1. Go to the Setup menu and choose Preferences.
  2. Click on the “Setup” tab
  3. Select “Preferences”
  4. Click on “Emailing” Emailing tab.  
  5. Click on “Invoice reminders”
  6. Tick the “Send invoice reminders” box.

     

    Image Removed 

  7. Invoice Reminders.
  8. Select the option Send invoice reminders.
    Image Added

  9. Click OK on the Preferences window.


 How to
UI Expand
titleHow do I To turn off reminders for individual contacts?
customers

To turn off reminders for individual

contacts:

customers

  1. Go to your the Card File
  2. Select Card List
  3. Choose a card and open it
  4. Click on the “Selling Details” tab
  5. Select “Invoice reminders”
  6. Untick “Send command centre and click Cards List.
  7. Click the Customers tab.
  8. Click the zoom arrow to open the customer's card.
  9. Click the Selling Details tab.
  10. Click Invoice Reminders.
  11. Deselect the option Send invoice reminders to this customer”customer.
    Image Modified
  12. Click OK to save your changes.
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

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+reminders

HTML Wrap
classmorelinks
More »