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 84 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?

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.

 

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:

  1. Go to the Setup menu and choose Preferences.
  2. Click the Emailing tab.
  3. Click Invoice Reminders. The Invoice Reminders window appears.

    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.

  4. Select the option Send invoice reminders and Send unpaid invoice summary.

  5. Select the option All customers under each of the above.

  6. 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.

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

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.

  1. Go to the Setup menu and choose Preferences.

  2. Click the Emailing tab.
  3. Click Invoice Reminders. The Invoice Reminders window appears.

    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.

  4. Select the option Send invoice reminders and Send unpaid invoice summary.

  5. Select the option Select customers under each of the above.

  6. Click the X in the top-right corner to close the Invoice Reminders window.
  7. Once you've completed these steps you'll need to visit the card files of the individual customers you want to send reminders to.

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

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

 

How do invoice reminders look to your customers?

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:

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 are overdue and pay them on the spot.