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Notifying your customers to pay their invoices means getting money in your pocket faster. Now with reminders, there are two ways to gently prod your customers.

Before you can send reminders, you need to enable to send emails directly from AccountRight. Then, you can automatically send reminders to your customers to pay their invoices. You can choose to send your customers invoice reminders, a summary of unpaid invoices or both.

1. Invoice reminders 

When you enable invoice reminders, your customer will receive a 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 to your customer:

2. Summary of unpaid invoices

When you enable customer will receive a list of their unpaid invoices on the first of each month

When you first turn on these options, they'll apply to all your customers. If you don't want a customer to receive invoice reminders, you can turn off the preference in their customer card.

Once you've set invoice reminders up, you don't need to be signed into your MYOB software for the reminders to be sent – they're sent automatically.

Here's how to do it:

 

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. The Invoice Reminders window appears.
  4. Select your preferred options (Send invoice reminders and/or Send unpaid invoice summary).

  5. Click the X in the top-right corner to close the Invoice Reminders window.
  6. Click OK on the Preferences window.

These options now apply to all customers. To turn off invoice reminders for all customers, repeat these steps to deselect the deselect the Send invoice reminders option.

To turn off invoice reminders for a customer

To turn off invoice reminders for a customer

  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 the X in the top-right corner to close the Invoice Reminders window.
  8. Click OK on the Card Information window to save your changes.

The customer will stop being sent invoice reminders. To turn it back on, repeat these steps and select the Send invoice reminders to this customer option.