Introduction
Automated Invoice Reminders help practices maintain robust cash flow by eliminating manual following up of debtors. This advancement is set to streamline the process of following up on outstanding invoices, offering practices a simplified and efficient solution.
Set up Invoice Reminders
Configure invoice reminder settings
You can set up and turn on invoice reminders for all clients or only turn them on for clients that you choose.
You’ll first need to set up your invoice reminder preferences by going to Settings, invoices and turn On Default invoice reminder preferences.
All clients have invoice reminders turned off by default. If you want to enable invoice reminders for all your clients, check "Apply to all existing clients and override the current invoice reminder preferences".
You can prevent sending overdue invoice reminders for invoices that have small amounts owing, which commonly occurs for small rounding errors of 0.01. To prevent these overdue invoice reminders being sent out, check the "Don’t send reminders for amounts owing on an invoice under" and enter an amount with a minimum of $1.00.
Set up invoice reminder templates
You can set up multiple invoice reminder templates which contain the emails that get sent to clients and contacts. Splose includes three default templates for 7 days, 14 days and 21 days overdue.
Invoice reminder templates allow you to:
Set reminders to trigger by being due in a set number days or being overdue by set number of days
Use placeholders to customise the email title and body
Select the reply to address
Click + New invoice reminder, update the content and click Create to add a a new invoice reminder template.
Turning invoice reminders on or off at a client level
You can turn invoice reminders on or off at a client level as well by editing the invoicing details in the clients details.
By enabling Invoice Reminders, your practice can expect to see a reduction in overdue invoices and an improvement in cash flow, without adding to your team's workload. This is debtor management redefined - efficient, effective, and effortlessly integrated into your Splose experience.
💡If a client has a 'Send invoices to' contact, that contact receives the invoice reminders while associated contacts with 'Invoices' ticked do not receive automated invoice reminders.
💡Please ensure the client has email selected under their communications preference, as clients without this selection will not receive invoice reminders.
When do my invoice reminders get sent?
💡Invoice reminders are sent out between 8 am- 10 am local time (location time).
Please note, draft invoices will not send invoice reminders out while invoices marked as sent will send invoice reminders out. If you revert invoices to draft before the invoice reminders are due, then the invoice reminder will not be delivered from the system.