Craft the Perfect Late Payment Reminder Letter for NPOs

Late payment reminder letter for NPOs

[Music] [Applause] [Music] this is James Fox with another zipbooks tutorial in this tutorial I'm going to show you how to create a late payment reminder now it's pretty obvious why you want to create a late payment reminder if your customer does not pay the invoice on time you want to remind them via email that hey this invoice is late when can we expect payment to be made now in order for a late payment reminder to work properly you must specify a due date on your invoice and you can do that in one of two ways the first way to do that is to click on your company's name from the homepage and then click account settings then click the invoices tab here now take a look in the terms and notes section here in order for your payment reminder to work properly you need to have a net date amount as you can see here I have net 30 you can either extend or shorten the time frame depending upon your company's policies so if your company expects the invoice to be paid in 10 days type in net 10 if your company expects the invoice to be paid in 15 days type in net 15 the due date will then be 15 days from the date that you have on the invoice after you have entered in your net amount click Save now the second way to ensure that a payment reminder is going to work properly is for you to enter in a due date directly on the invoice as you create it for example here is an invoice that was just created if you scroll down to the terms section you'll see net 30 if you want the invoice to be due on a particular date make sure you type in a date in a month day and year format and then click Save invoice now we're going to set up the payment reminder now to set up a payment reminder click the invoices tab here then click reminders next click the new reminder button here now the first thing that I want to bring to your attention is the number of days after the due date in which you want to send the reminder so if you want to send a reminder 10 days after the due date of the invoice type in the number 10 next you're going to type in a subject line for the email it's best to keep it simple I'm simply going to type in Joe's landscaping invoice reminder now there is already a pre formatted message with a little bit of coding in it here is a little bit of that coding when the email is sent out it will be replaced by the number of days past due here's more coding here this will be a link directly to the invoice and here is the last bit of the coding this will be replaced by your company's name you can lead that pre formatted message or you can create one of your own make sure a check mark is in the box labeled enabled then click Save at the bottom and that is how you create a payment reminder for your customer if you have any questions please send me an email once again my name is James Fox and I'll see you next time [Music] [Applause] [Music]