Unpaid invoice summaries are sent for all open recorded invoices. This includes invoices you haven't yet printed or emailed. If you want to prevent a customer getting an unpaid invoice summary before they receive an invoice, you can easily turn off unpaid invoice summaries.

Turn on unpaid invoice summaries for all customers

1. In your online company file, go to the Sales command centre and click Invoice Reminders. Alternatively, go to the Setup menu > Preferences > Emailing tab > Invoice Reminders. The Invoice Reminders window appears.
2. Click the Unpaid invoice summaries tab.

3. Select the option Send unpaid invoice summaries.

4. Select the option Send to all customers under the above.
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5. Click the X in the top-right corner to close the Invoice Reminders window.

On the 3rd of every month, a list of outstanding invoices will be sent to customers. You can turn these summaries off for individual customers in their customer card.

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

Turn on unpaid invoice summaries for selected customers

You can choose to send unpaid invoice summaries to a select group customers. First, you'll need enable the unpaid invoice summary option.

1. In your online company file, go to the Sales command centre and click Invoice Reminders. Alternatively, go to the Setup menu > Preferences > Emailing tab > Invoice Reminders. The Invoice Reminders window appears.
2. Click the Unpaid invoice summaries tab.

3. Select the option Send unpaid invoice summaries.

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 turn on the unpaid invoice summary option in the cards of individual customers. See below for instructions.
   
   Next, you need to turn on the unpaid invoice summary option in the individual cards of your customers
   

7. Go to the Card File command centre and click Cards List.
8. Click the Customers tab.
9. Click the zoom arrow to open a customer's card.
10. Click the Selling Details tab.

11. 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.

12. Select the option Send unpaid invoice summary to this customer.
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13. Click the X in the top-right corner to close the Invoice Reminders window.
14. Click OK to save your changes. Repeat from step 7 for each customer you want to turn on unpaid invoice summaries for.

Turn off unpaid invoice summaries for all customers

1. In your online company file, go to the Sales command centre and click Invoice Reminders. Alternatively, go to the Setup menu > Preferences > Emailing tab > Invoice Reminders. The Invoice Reminders window appears.
2. Click the Unpaid invoice summaries tab.

3. Deselect the option Send unpaid invoice summaries.
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4. Click the X in the top-right corner to close the Invoice Reminders window.

Turn off unpaid invoice summaries for selected customers 

1. Go to the Card File command centre and click Cards List.
2. Click the Customers tab.
3. Click the zoom arrow to open a customer's card.
4. Click the Selling Details tab.

5. Click Invoice Reminders.

6. Deselect the option Send unpaid invoice summary to this customer.
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7. Click the X in the top-right corner to close the Invoice Reminders window.
8. Click OK to save your changes.