Get started

HTML Wrap

class	section group

HTML
<span data-swiftype-index="true">

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:

Image Removed

How does the summary of unpaid invoices look to customers?

Your customers will receive an email that will give them access to their list of unpaid, online invoices. Once they open this list, they'll be able to see how long their payments have been overdue and pay them on the spot.

Image Removed

HTML Wrap

class	col span_3_of_5

Get money in your pocket faster by 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 below.

See how invoice reminders will look to your customers.

UI Expand

title	To turn invoice reminders and invoice summaries on or off for all customers

To turn invoice reminders and invoice summaries on or off for all customers

Turn on invoice reminders for all of your customers. Here's how:

Go to the Setup menu and choose Preferences.
Click the Emailing tab.
Click Invoice Reminders. The Invoice Reminders window appears.
UI Text Box
size medium
type note
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 and Send unpaid invoice summary.
Select the option All customers under each of the above.

Click the X in the top-right corner to close the Invoice Reminders window.

Now invoice reminders will be sent to all customers. If you don't want to sent reminders to certain people, you can turn off reminders for them specifically by visiting their contact cards.

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

UI Text Box

size	medium
type	note

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

UI Expand

title	To turn invoice reminders and invoice summaries on or off for a selection of customers

To turn invoice reminders and invoice summaries on or off for a selection of customers

You can choose to send invoice reminders to a select group customers. First, you'll need 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 Invoice Reminders. The Invoice Reminders window appears.

UI Text Box

size	medium
type	note

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.

Select the option Send invoice reminders and Send unpaid invoice summary.
Select the option Select customers under each of the above.

Click the X in the top-right corner to close the Invoice Reminders window.
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

title	To turn reminders and invoice summaries on or off for a single customer

To turn invoice reminders and invoice summaries on or off 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.
Select the option Send invoice reminders to this customer and Send unpaid invoice summary to this customer.
Click the X in the top-right corner to close the Invoice Reminders window.
Click OK to save your changes.

How do invoice reminders look to your customers?

Anchor

Look

HTML
</span>

HTML Wrap

width	15%
class	col span_1_of_5

HTML Wrap

float	left
class	col span_1_of_5

Panelbox

name	green
title	Related topics

HTML Wrap

class	sidebarlinks

Online invoicing

Personalising invoices

Adding your bank details to invoices

Panelbox

name	yellow
title	From the community

RSS Feed

titleBar	false
max	5
showTitlesOnly	true
url	http://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

class	morelinks

More »

Page tree

Versions Compared

Old Version 87

New Version 88

Key

How does the summary of unpaid invoices look to customers?

To turn invoice reminders and invoice summaries on or off for all customers

To turn invoice reminders and invoice summaries on or off for a selection of customers

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

Was this information helpful?

Why not?

How would you improve this topic?

Thanks! Anything you'd like to add?

Get started

Company file

Work with others

Banking

Emails & printing

Items

Employees (AU)

Suppliers

Customers

Reporting

EOFY

Tips & tricks