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Get money in your pocket faster by automatically emailing your customers a list of unpaid invoices each month. This a great way to gently remind your customers to pay you. Another great way is to set up automatic reminder emails for individual invoices.

We'll show you how to set up unpaid invoice summaries for all or selected customers. Also find out what unpaid invoice summaries look to your customers.


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titleSet up unpaid invoice summaries for all customers

Set up unpaid invoice summaries for all customers

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

  1. Click your business name in the top-right corner and choose Invoice and quote settings.
    settings menu with invoice and quote settings highlighted

  2. Click the Reminders tab.

  3. Click Reminders settings. The Reminders and unpaid invoice summaries window appears.

  4. Click the Unpaid invoice summaries tab.

  5. Select the option Send unpaid invoice summaries.

  6. Select the option Send to all customers.

  7. Click the X in the top-right corner to close the Reminders and unpaid invoice summaries window.

On the 3rd of every month, a list of outstanding invoices will now be sent to customers who have been sent invoices from MYOB Essentials. If you don't want to send summaries to some customers, you can turn off reminders for them in their customer record.

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

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titleSet up unpaid invoice summaries for selected customers

Set up unpaid invoice summaries for selected customers

You can send invoice reminders to specific customers. First, enable the reminders feature then turn on reminders for the individual customers.

  1. Click your business name in the top-right corner and choose Invoice and quote settings.
    settings menu with invoice and quote settings highlighted

  2. Click the Reminders tab.

  3. Click Reminders settings. The Reminders and unpaid invoice summaries window appears.

  4. Click the Unpaid invoice summaries tab.

  5. Select the option Send unpaid invoice summaries.

  6. Select the option Send to specific customers.

  7. Click the X in the top-right corner to close the Reminders and unpaid invoice summaries window.

You can now choose the customers you want to send unpaid invoice summaries to - see the next task for steps.

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

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titleSet up unpaid invoice summaries for a single customer

Set up unpaid invoice summaries for a single customer

Once you've activated the invoice summaries setting as shown in the previous task, you can turn on or off invoice summaries for specific customers.

  1. From the Contacts menu, choose View contacts.
  2. Click a customer's name to open their record.
  3. Click the Reminders settings tab.
  4. On the Reminders window, select the option Send unpaid Invoice summary to this customer.
  5. Click the X in the top-right corner to close the Reminders window.
  6. Click Save to save the changes for this customer.
  7. Repeat these steps for other customers you'd like to send reminders to.
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titleTo turn off unpaid invoice summaries for all customers

To turn off unpaid invoice summaries for all customers

This is how you can turn off unpaid invoice summaries for all your customers. If you only need to turn it off for specific customers, see Set up unpaid invoice summaries for a single customer above.

  1. Click your business name in the top-right corner and choose Invoice and quote settings.
    settings menu with invoice and quote settings highlighted

  2. Click the Reminders tab.

  3. Click Reminders settings. The Reminders and unpaid invoice summaries window appears.

  4. Click the Unpaid invoice summaries tab.

  5. Deselect the option Send unpaid invoice summaries.
  6. Click the X in the top-right corner to close the Reminders and unpaid invoice summaries window.

Any feedback on unpaid invoice summaries?

We're keen to hear from you about how we can improve this feature. Just click Send Feedback in the Reminders and unpaid invoice summaries window and tell us what you think.

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titleRelated topics
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Invoice reminders

Online payments

Invoice and quote settings

Editing invoices

Viewing invoices