Overview
Automatically re-send unpaid private invoices at certain intervals.
Article Sections
To Have In Place
1. Set up your intervals
2. Customers must have an email address on record.
Set up Re-Send Intervals
3. Set up your reminder intervals and frequency.
Go to: Setup > Company > Config Settings > Invoicing.
4. Scroll down to Unpaid Invoice Reminders
5. Start - Enter the number of days after the invoice date to re-send the invoice if it has not been paid.
In the example below I have added 3. So 3 days after the invoice date, if the invoice is still unpaid (no payment applied in Tutorfirst) the invoice will be emailed to the customer again.
If you just want to re-send the invoice this one time as a reminder this is all you need to set.
6. Interval - If you want to keep sending the invoice if it remains unpaid place the required number in the Interval field.
In the example below the interval is 7. So the invoice will be sent after 3 days if unpaid and again after another 7 days (10 days from date of invoice) if it remains unpaid.
If these two reminders are all you wish to send then this is all you need to set.
7. Repeat - If you would like to keep sending reminders every 7 days place the number you wish to send into the Repeat column.
In the example below the Repeat is 5. So the invoice will be sent on day 3 after the date of the invoice and a further 5 times at intervals of 7 days: 7 days later (day 10), 7 days later (day 17), 7 days later (day 24), 7 days later (day 31) and 7 days later (day 38)
Email Template
8. This action simply re-sends the invoice to the customer and therefore uses the same email template; Private Invoice, which will include your pay now button if this is active.
IP35. Add a Pay Now button to your Private Invoices
You may wish to adjust your wording on this template to accommodate the first send and any additional sends.
Go to: Setup > Other > Template Setup > Private Invoice, to make any changes.