Setting up Unpaid invoice summaries

https://help.myob.com/wiki/x/MIVqAg

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Get money in your pocket faster by notifying your customers to pay invoices that have been emailed to them. There are two ways to gently prod your customers in Essentials – reminders and unpaid invoice summaries.

What's the difference? Reminders allow you to choose when you want your customers to receive reminders on individual invoices. Unpaid invoice summaries contain a list of outstanding invoices that a customer will automatically be sent monthly.

You can turn reminders on for all customers then, if you like, turn it off for some customers. Or, you can turn on invoice reminders for selected customers.

See how invoice reminders will look to your customers.

Set up Unpaid invoice summaries for all customers

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

Go to your dashboard and select your business name in the top right hand corner.
Select Invoice and quote settings.
The Invoice and quote settings page appears.
Click Reminders settings. The Reminders and unpaid invoice summaries window appears.
Make sure you're in the Unpaid invoice summaries tab.
Select the option Send Unpaid invoice summaries.
Select the option Send to all customers.
Close the window.

On the 3rd of every month, a list of outstanding invoices will be sent to customers who have been sent invoices from your MYOB account. You can turn these summaries off for individual customers in their customer record.

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

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.

Go to your dashboard and select your business name in the top right hand corner.
Select Invoice and quote settings.
The Invoice and quote settings page appears.
Click Reminders settings. The Reminders and unpaid invoice summaries minders window appears.
Make sure you're in the Unpaid invoice summaries tab.
Select the option Send Unpaid invoice summaries.
Select the option Send to specific customers.
Close the window.

A list of outstanding invoices will now be sent to the customers you've manually selected.

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

Set up invoice reminders for a single customer

From the Contacts menu, choose View contacts.
Click a contact.
Click the Reminders settings tab.
Select the option Send Unpaid Invoice summary to this customer.
Close the window.
Repeat these steps for other customers you'd like to send reminders to.

How to turn off invoice reminders

Go to your dashboard and select your business name in the top right hand corner.
Select Invoice and quote settings.
Deselect Send invoice reminders.
The Invoice and quote settings page appears.
Click Reminders settings. The Reminders and unpaid invoice summaries window appears.
Make sure you're in the Unpaid invoice summaries tab.
Deselect Send unpaid invoice summaries.

Got feedback on Unpaid invoice summaries?

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