Create Your Own Invoice Reminder Template for Operations Easily

Invoice reminder template for Operations

Hi, Kerry here from My Cloud Bookkeeping. I was so  excited when I saw this, a function where you can   alter the reminders, the automatic  reminders you send out to your customers   by invoice. Previously, this was something that  you set up and it just applied to every invoice   you sent out to all customers. So the option  to be able to change that by invoice, I think   is fantastic. If you’re not too sure about how  to set it up, check out the other video I have,   and you can see how to do that. And now I'm going  to show you how you can change that by invoice. I can't use the sample company for this  one, so we're just going to dive right in.   As you can see, I've got an invoice open here and  we have this little section that's new. I was so   excited when I saw this reminders edit, and we  can see there are three reminders turned on.   I have another video showing you how to create  the reminders, so the links up to the right, check   that out, and otherwise we click edit. So we have  the option to either turn all of the reminders   off, which you may want to do under certain  circumstances or turn them back on and then toggle   some of these away. So perhaps, you know that this  person said, “Hey, you know what? I'm going to pay   you in a week's time.” So you don't necessarily  want this reminder going out after seven days,   you might want that first reminder to be after 14  days so you can toggle this one here off, or maybe   you've agreed to a payment plan with somebody and  you know that they're going to be paying it down,   but hey, they should have paid it all by the end  of 30 days. So you can't change what reminders you   have set up as default, but you can change which  reminders go out on these particular invoices. It's great to have that flexibility because  you know, there are different circumstances   for different clients. And do keep an  eye on your accounts receivable listing,   it's really important for managing cash flow  that you get paid as quickly as you can.   Yeah, times are tough for some of us, so, you  know, just make sure that people are paying   you when they should. And hopefully, these  remind will help you to better manage things. If you're as excited as I am  about this additional flexibility,   make a note, let me know. I'd love to hear  what you think about this video. Click like,   subscribe, and be sure to check out my website.  I've got a whole pile of different downloadables,   free things that will hopefully help  you to get your books in order. Cheers.