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Payment reminder example for Sales

hello and welcome to cinder tutorials in this video i'm going to show you how cinder can send automatic invoice payment reminders to your customers this can be easily set up with the help of our smart rules feature but please note that such a smart rule will only work for the invoices that are sent to your customers via sender that is if you're using our receive payments invoicing feature so let's say i send a couple of invoices to my customers and one of them did not get paid on time so it's overdue now and instead of going into quickbooks checking the status of the invoice and emailing this customer manually i can make cinder do this automatically and to do this quickly and easily i go to the smart rules menu and click the templates tab here i will select the reminder tab and go for the invoice payment reminder after due date so i'm clicking try it out and we'll customize this very smart rule ing to my specific needs any rule that is built within cinder has three major parts it's the trigger or start one block then it's condition or several as in case of this complex rule and the result that then blocks this is a good example of a complex rule with a couple of conditions and a couple of actions as a result you can build as simple or as complex a rule as you need by simply editing this template and you can see that you can click any block to edit it ing to your specific needs so let's take a closer look at this template and adjust it so i'm not going to change the trigger because i want the rule to be activated whenever an invoice payment reminder needs to be sent so let me edit the conditions instead so i'm clicking on the first condition and it says the days after due date equals one you can set any value here i'm happy with one so i will go with this then i also have another condition set that if a balance is greater than zero i want this rule to be applied i can easily delete this condition but let's keep it here for just a while and i'm clicking the then block the action block in order to edit it and i can see that in case all those conditions are observed an email will be sent to the customer on file on this invoice with this very subject and with this text in the body you can actually have sender send an sms message or a vice message to your customer so there are different options in here i'm pretty happy with what i have in here and i also attach or do not attach the pdf of the quickbooks invoice also in this template i can see that there is another condition in another set of actions so if the invoice was not paid within 14 days after the due date and the balance is greater than zero another email will be sent to my customer with this very text you can edit this text from top to bottom you can type in whatever you need you can actually use our template helper to insert all of those invoice numbers shipping dates automatically whatever is listed in here and there are also ready-made templates for you you can click um around and see what you have and edit this text just as you wish as you like i can also see that there is another action which follows this first action that we set and in this case the company owner is getting the email that the invoice was voided because it was not paid on time so the main point here is that you can edit this whole template ing to your rules just i don't want this condition now so i'm deleting all of those and i can just leave it like this so let's just save the rule and see what happens as a result so now whenever an invoice is one day overdue my customer will receive such an email you will see the text that you set in the rule and also the payment link for the customer to quickly pay for this invoice right away and that's it now you don't need to worry about reminding your customers to pay for their overdue invoices cinder will do this for you