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Setting up unpaid invoice summaries

Get money in your pocket faster by automatically emailing your customers a list of unpaid invoices each month. This a great way to gently remind your customers to pay you. Another great way is to set up automatic reminder emails for individual invoices.

How it works

Once you've switched on unpaid invoice summaries, you'll be emailed a summary notification on the 28th of each month, and your customers will be emailed a list of their unpaid invoices on the 3rd of every month. You can choose to send this list to all of your customers or selected ones.

Unpaid invoice summaries are sent for all open recorded invoices

This includes invoices you haven't yet printed or emailed. If you want to prevent a customer getting an unpaid invoice summary before they receive an invoice, you can easily turn off unpaid invoice summaries as explained below.

We'll show you how to set up unpaid invoice summaries for all or selected customers. Also find out what unpaid invoice summaries look to your customers.

Set up unpaid invoice summaries for all customers

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Turn on invoice reminders for all of your customers. Here's how:

  1. Click your business name in the top-right corner and choose Sales settings.

  2. Click the Reminders tab.

  3. Click Reminders settings. The Reminders and unpaid invoice summaries window appears.

  4. Click the Unpaid invoice summaries tab.

  5. Select the option Send unpaid invoice summaries.

  6. Select the option Send to all customers.

  7. Click the X in the top-right corner to close the Reminders and unpaid invoice summaries window.

On the 3rd of every month, a list of outstanding invoices will now be sent to customers. If you don't want to send summaries to some customers, you can turn off reminders for them in their customer record.

To turn off invoice summaries for all customers, repeat these steps and deselect the option Send unpaid invoice summaries.

Set up unpaid invoice summaries for selected customers

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You can send invoice reminders to specific customers. First, enable the reminders feature then turn on reminders for the individual customers.

  1. Click your business name in the top-right corner and choose Sales settings.

  2. Click the Reminders tab.

  3. Click Reminders settings. The Reminders and unpaid invoice summaries window appears.

  4. Click the Unpaid invoice summaries tab.

  5. Select the option Send unpaid invoice summaries.

  6. Select the option Send to specific customers.

  7. Click the X in the top-right corner to close the Reminders and unpaid invoice summaries window.

You can now choose the customers you want to send unpaid invoice summaries to - see the next task for steps.

To turn off invoice summaries for all customers, repeat these steps and deselect the option Send unpaid invoice summaries.

Set up unpaid invoice summaries for a single customer

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Once you've activated the invoice summaries setting as shown in the previous task, you can turn on or off invoice summaries for specific customers.

  1. From the Contacts menu, choose All contacts.

  2. Click a customer's name to open their record.

  3. Click the Reminders settings tab.

  4. On the Reminders window, select the option Send unpaid Invoice summary to this customer.

  5. Click the X in the top-right corner to close the Reminders window.

  6. Click Save to save the changes for this customer.

  7. Repeat these steps for other customers you'd like to send reminders to.

To turn off unpaid invoice summaries for all customers

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This is how you can turn off unpaid invoice summaries for all your customers. If you only need to turn it off for specific customers, see Set up unpaid invoice summaries for a single customer above.

  1. Click your business name in the top-right corner and choose Sales settings.

  2. Click the Reminders tab.

  3. Click Reminders settings. The Reminders and unpaid invoice summaries window appears.

  4. Click the Unpaid invoice summaries tab.

  5. Deselect the option Send unpaid invoice summaries.

  6. Click the X in the top-right corner to close the Reminders and unpaid invoice summaries window.