Child pages
  • Setting up invoice reminders

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 17 Next »


 

 

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0
1
2
3
4
5
Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?

If you email directly from AccountRight, you can automatically email reminders to your customers to pay their invoices. We call this invoice reminders.

When you first turn on invoice reminders, it'll be turned on for all your customers, but you can turn it off for any customers you choose.

If you turn off invoice reminders, we’ll remember which customers you had enabled and disabled, so if you turn it back on you don’t have to worry about sorting through individual customers again.

When you turn on invoice reminders, your customers will be sent:

  • An invoice reminder 3 days before the due date
  • An invoice reminder 1 day after the due date, and
  • An invoice reminder 1 fortnight after the due date
  • A list of unpaid invoices on the first of every month.

To turn on invoice reminders

To turn on invoice reminders

  1. Go to the Setup menu and choose Preferences.
  2. Click the Emailing tab.  
  3. Click Invoice Reminders.
  4. Select the option Send invoice reminders.

  5. Click OK on the Preferences window.
To turn off invoice reminders for individual customers

To turn off invoice reminders for individual 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 the customer's card.
  4. Click the Selling Details tab.
  5. Click Invoice reminders.
  6. Deselect the option Send invoice reminders to this customer.
  7. Click OK to save your changes.