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Payment reminder sample for small businesses

in this short video I'll be showing you a brand new feature we've just released into the bookkeeping module which is in relation to payment reminders for sales invoices so in order to enable this you'll need to go to the settings within the minutes bar so this is within a bookkeeping profile and then once you're within settings you can go to sales and select edit and you'll notice there's three Fields here so you've got a due date reminder so if you turn that on essentially uh an email will be sent to the customer on the day that the invoice is due to be paid and you can have a look at the email template there and you can also edit that email template so in addition to the due date reminders there's also the payment reminder so we can turn that on foreign and with the payment reminder what we can do is set it to chase a payment in relation to a sales invoice nine days after the due date so you can change the number of days there if you wanted to so if you wanted it to be every 12 Days Every 15 days you can do that and you can also select the time that that email should be sent and then just like the previous one you can also edit the email template so this is really useful just to automate the process of actually chasing uh your customer for payment in relation to invoices and then once the invoice is actually paid the the payment reminders would stop so I'll go ahead and enable this and press save so what this will do is every time an invoice is overdue You by nine days it will then send an uh an email at 11AM and you can manage this in multiple ways you can actually go to your sales invoice list uh so let me go back to the correct view and within the sales and voices list any invoice that is currently um like where there's an amount due where it hasn't been fully paid you'll be able to select the three dots and you can have the reminders turned on or off and you can actually turn each individual invoice off so if you've already spoken to a client and they've agreed that they're going to pay it 60 days later you don't need to worry about um sending them reminders as per your default settings so you could turn that invoice reminder off okay and in addition to being able to turn them off on a invoice level you can also change them on a customer level so if we go to the customer list and if I edit an existing customer you have the ability to turn invoice reminders off by default now it's important to know by turning them off by default it will only affect future invoices so any invoice that is raised after um the point of turning it off so any invoices that have already been raised if they have the invoice reminder turned on then they will continue to have it on and essentially what this will do is by switching it off um any invoice you raise the reminder will automatically be defaulted to off and then you have the ability to turn it on if you wish to do so um so that is our invoice promoters I hope you find this functionality useful any feedback on what you think we may be able to do to improve it is always welcome so please do let our team know but um as always if you need any assistant then please please feel free to get in touch on zero two zero three zero two one two three two six or email support namisma.comek thank you bye foreign