How to setup and use overdue invoice payment reminders

What are Overdue Reminders?

Overdue reminders will enable sending an automatic reminder to your customers for overdue invoice payments. These reminders can be set up on the customer level for all generated invoices or it can be set up for an individual invoice too. This is an action that you need to set up once for your customer.

To set up reminders at a Customer level follow the steps below:

Step 1:

Go to Masters - Customers - Click on a customer listing - Click on the top right gear icon - Click on Overdue Reminder Settings

Step 2:

Choose the recipients for the overdue reminder alerts. Add any additional email ids that you want to send the overdue reminder alerts to. The settings here will be your default setting for overdue reminders to the selected customer.

Step 3:

Once you have set up the default email ids that should receive overdue reminders, you can select a date on which the overdue reminders will be shared. Example: If you select 20, your customer will receive overdue reminders on the 20th of every month on the above mentioned email addresses.

Overdue Reminder Emails:

Now that you have set up the overdue reminder settings in Masters - Customers, an automated email will be shared as a reminder on the email id you have mentioned.

The above image represents what an Overdue/Outstanding Reminder email will look like to your Customer

Invoice Number: This column will have all the invoice numbers old and new with outstanding payments.

Date: This column will have the date on which the invoice has been generated.

Customer Name: This column will show the customer name.

GST Number/ State: This column will show the GST number if mentioned in Masters > Customers

Total Amount: This column will show the total amount for each invoice number

Status: This column will show the payment status of the invoice

View Invoices:

To ease the process of viewing invoices mentioned in the email, your customer can click on this link.

This action will open a new tab where they can download each invoice. They also have the option to click on the Pay Now button to initiate payment through the payment gateway.

Pay Now:

The customer can click on the Pay Now button to initiate payment through the payment gateway.