Setting up invoice reminders

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

1. Go to the settings menu (⚙️) and choose Sales settings.

2. Click the Reminders tab.

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

4. On the Reminders tab, select the option Send invoice reminders.

5. Select the option Send to all customers.

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

Reminders will now be sent to all customers who have been emailed invoices from your MYOB business. If you don't want to send reminders to some customers, you can turn off reminders for them in their customer record.

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

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

1. Go to the settings menu (⚙️) and choose Sales settings.

2. Click the Reminders tab.

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

4. On the Reminders tab, select the option Send invoice reminders.

5. Select the option Send to specific customers.

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

You can now turn on reminders for whichever customers you choose - see the next task for steps.

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

1. Click the Contacts menu to open the Contacts page.

2. For Contact type, choose All.

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

4. Click Reminders settings.

5. On the Reminders window, select the option Send Invoice reminders to this customer. You can stop sending reminders to a customer by deselecting this option.

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

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

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

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

1. Go to the settings menu (⚙️) and choose Sales settings.

2. Click the Reminders tab.

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

4. Deselect the option Send invoice reminders.

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

You can have up to 5 different reminders—each set up to send at different times and containing different email messages. This means you can nudge your customers as frequently and as gently as you choose.

1. Go to the settings menu (⚙️) and choose Sales settings.

2. Click the Reminders tab.

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

4. In the Customise email message and schedule section, change, delete or add a reminder (maximum of 5).

Remember—changes to a reminder apply to all customers who receive reminders.

Customise your reminder frequency

When changing or adding a reminder, choose how many days before or after your invoice due date to send the reminder.

Customise your reminder emails

Tailor your reminder emails with tags.

Tags retrieve information from each invoice, so you can create a general message that will be populated with specific information for each customer. Available tags are listed on the right of the New reminder window.

So in our example, the tags [TRADING_NAME] and [CUSTOMER_NAME] appear in square brackets when setting up the reminder. But these will show your company's trading name and the customer's name in the reminder email.

If you haven't entered a trading name in your Business settings, your business name will be used instead.

This means each customer will receive an email with information relevant to them.

All you need to do is write your email subject and message, click where you want a tag to appear, then click a tag to add it. When you're done, don't forget to click Save.

Take a look:

A reminder can't be sent for an invoice where the Due date is set to Prepaid or Cash on delivery. To check, go to the Sales menu > Invoices > open the invoice > Due date.

1. In your online company file, go to the Sales command centre and click Invoice Reminders. Alternatively, go to the Setup menu > Preferences > Emailing tab > Invoice Reminders . The Invoice Reminders window appears.

2. Select the option Send invoice reminders.

3. Select the option Send to all customers.

   

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

Now invoice reminders will be automatically sent to all customers who have been emailed invoices. If you don't want to send reminders to certain people, you can turn off reminders for them specifically by visiting their customer cards.

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

You can choose to send invoice reminders to specific customers. First, you'll need to enable the reminders feature by following the steps below. Then, you'll need to turn on reminders in your customer cards.

1. In your online company file, go to the Sales command centre and click Invoice Reminders. Alternatively, go to the Setup menu > Preferences > Emailing tab > Invoice Reminders. The Invoice Reminders window appears.

2. Select the option Send invoice reminders.

3. Select the option Send to specific customers.

   

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

5. Once you've completed these steps you'll need to visit the card files of the individual customers you want to send reminders to. See the next task for details.

1. Go to the Card File command centre and click Cards List.

2. Click the Customers tab.

3. Click the zoom arrow to open the customer's card.

4. Click the Selling Details tab.

5. Click Invoice reminders.

   Invoice Reminders button greyed out?

   This means your company file isn't online or you haven't set up AccountRight to send emails. See Set up AccountRight to send emails.

6. Select the option Send invoice reminders to this customer.

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

8. Click OK to save your changes.

You can have up to 5 different reminders—each set up to send at different times and containing different email messages. This means you can nudge your customers as frequently and as gently as you choose.

You can customise your reminders from the Invoice Reminders window (Sales > Invoice Reminders or Setup menu > Preferences > Emailing tab > Invoice Reminders).

Change a reminder

Delete a reminder

+ Add reminder – Set up a new reminder (maximum of 5).

Customise your reminder frequency

When changing or adding a reminder, choose how many days before or after your invoice due date to send the reminder.

Customise your reminder emails

Tailor your reminder emails with tags.

Tags retrieve information from each invoice, so you can create a general message that will be populated with specific information for each customer. Available tags are listed on the right of the New reminder window.

So in our example, the tags [TRADING_NAME] and [CUSTOMER_NAME] appear in square brackets when setting up the reminder. But these will show your company's name and the customer's name in reminder email.

This means each customer will receive an email with information relevant to them.

All you need to do is write your email subject and message, click where you want a tag to appear, then click a tag to add it. When you're done, don't forget to click Save.

Take a look:

Invoice reminders can only be sent if you email directly from AccountRight.

Also, invoice reminder won't be sent where the invoice Terms is set to Prepaid or C.O.D. To check, go to the Sales command centre > Sales Register > Open Invoices tab > open the invoice > Terms.

You can change the reply-to email address in your email preferences (Setup menu > Preferences > Emailing tab > Reply-to Email Address). Note that you can only have one reply-to address for each company file, and it will apply to all emails.