Setting up invoice reminders

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. Select the option Send invoice reminders.

3. Select the option Send to all customers.

   

4. Click the X in the top-right corner to close the Invoice Reminders window.

Now invoice reminders will be automatically sent to all customers who have been emailed invoices. If you don't want to send reminders to certain people, you can turn off reminders for them specifically by visiting their customer cards.

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

You can choose to send invoice reminders to specific customers. First, you'll need to enable the reminders feature by following the steps below. Then, you'll need to turn on reminders in your customer cards.

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. Select the option Send invoice reminders.

3. Select the option Send to specific customers.

   

4. Click the X in the top-right corner to close the Invoice Reminders window.

5. Once you've completed these steps you'll need to visit the card files of the individual customers you want to send reminders to. See the next task for details.

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.

   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.

6. Select 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 to save your changes.

You can have up to 5 different reminders—each set up to send at different times and containing different email messages. This means you can nudge your customers as frequently and as gently as you choose.

You can customise your reminders from the Invoice Reminders window (Sales > Invoice Reminders or Setup menu > Preferences > Emailing tab > Invoice Reminders).

Change a reminder

Delete a reminder

+ Add reminder – Set up a new reminder (maximum of 5).

Customise your reminder frequency

When changing or adding a reminder, choose how many days before or after your invoice due date to send the reminder.

Customise your reminder emails

Tailor your reminder emails with tags.

Tags retrieve information from each invoice, so you can create a general message that will be populated with specific information for each customer. Available tags are listed on the right of the New reminder window.

So in our example, the tags [TRADING_NAME] and [CUSTOMER_NAME] appear in square brackets when setting up the reminder. But these will show your company's name and the customer's name in reminder email.

This means each customer will receive an email with information relevant to them.

All you need to do is write your email subject and message, click where you want a tag to appear, then click a tag to add it. When you're done, don't forget to click Save.

Take a look:

Invoice reminders can only be sent if you email directly from AccountRight.

Also, invoice reminder won't be sent where the invoice Terms is set to Prepaid or C.O.D. To check, go to the Sales command centre > Sales Register > Open Invoices tab > open the invoice > Terms.

You can change the reply-to email address in your email preferences (Setup menu > Preferences > Emailing tab > Reply-to Email Address). Note that you can only have one reply-to address for each company file, and it will apply to all emails.