Custom reminder settings within invoice settings
complete
S
Sales and Marketing
Ability to have custom reminders after x days within the invoice settings without the need for a workflow. Something
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S
Sales & Marketing
complete
S
Sales & Marketing
Merged in a post:
Invoice Reminders/Overdue Notification
C
Carter Hogan
I need to send reminders or overdue notifications on my invoices.
S
Sales & Marketing
in progress
D
David List
This would be an awesome feature. My clients are super keen for this!
E
Elizabeth Nelson
100%
C
Christine L Wade
Also to have these be able to go out at a set time - I like to force mine to go out on X day at X time (when I know that particular client is more apt to pay attention to their inbox and ACT on it). Here is an example from my Dubsado account that does this well - we can either select a "relative to due dated" or a fixed date to send email reminders, as well as the specific time of day to send...
S
Sales & Marketing
Merged in a post:
Past Due Invoice Notifications In Settings
D
Don Franklin
It would be great if under the invoice settings where there are new notification options, if there were past due notifications that we could set as well... ie 7 days, 14 days, 30 days, 60 days etc and be able to select the message template for them as well.
M
Matei Rusnac
Yes we can create an automation but this should be a basic feature included
L
Lisa Hines
I set mine up in a workflow automation.
G
Geoffrey Allen
Basic Dunning process needed.
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