- Switching on automated reminders
- Setting your invoice reminder schedule
- Previewing and customising your invoice reminder templates
- Configure a different schedule for a specific invoice
- Disable invoice reminders for a specific invoice
By default QuickFile will allow you to review any pending reminders before they are dispatched. When a reminder is triggered you will see a notification on your Dashboard, click this link for a list of pending invoice reminders.
If you wish to automatically send overdue invoice reminders without prior review then in the Invoice reminder settings area you can enable the additional option ‘Auto-Send Reminders’.
We always recommend you process your reminders manually for a period, to get to grips with the scheduling and to preview the message text. If you decide to enable the auto-send feature you may also want to take CC yourself on the 2nd or final reminder.
For each reminder, set the number of days from the due date upon which it should be triggered. The first reminder will be set to zero which means that this will be triggered as soon as the invoice becomes overdue.
The templates corresponding to your invoice reminder messages can be customised by clicking the adjacent link ‘view template’. You can use special mail merge fields in the subject and body to include specific information relating to the invoice and the number of days overdue.
From your Dashboard click the green box showing ‘Sales Invoice Balance’:
You will now see a list of all outstanding invoices. In the due date column you will see a small egg timer icon (). Click the icon to reveal the following dialogue box:
You can now modify and save the schedule for this specific invoice. If reminders have already been sent for the invoice any changes will only apply to reminders that have not yet been scheduled.