Ability to schedule automated reminders to clients for non paid invoices
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2 comments
Tarik Qahawish
This is super important to help collect payments but the emails should be in regular HTML text (not plain system text) with the ability to add signature and CC recipients. I would also suggest that the email reminder frequency would be as follows where the user can select the different frequency dates as they wish for each invoice at the time of creating the invoice (system should have a default where all are selected):
Before the due date by 7 days, 3 days and on the due date.
After due date by 3 days, 7 days, 14 days and 30 days.
The invoice PDF should always be attached with an option to add the Statement of Work in Excel or PDF as well.
A good email copy would look something like this:
Dear {first_name},
Hope all is well. Can you please update me on invoice {insert invoice number} for the amount of AED xx,xxx.xx which is now XX days overdue. Attached is the invoice in questions and the latest Statement of Work.
I would appreciate your quick action on this, thank you.
Tarik Qahawish
Additionally, please consider adding the SOA in the auto-reminder emails.
Comments
2 comments