RELATED IDEAS
Emailing Customers with overdue balances
It would be great if there was a simple way to email customers to let them know which invoices were overdue.
Currently we can pull up a report with overdue balance and contact details, but it would be better if we can email customers with their invoices that are overdue throughout the month, - not just statements at the end of the month.
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ADMIN RESPONSEJun 22, 2020
Hi Sandy. Most users manage this by running statements as they do not need to be completed monthly. You can in fact send statements daily if you wish (with the correct date parameters).
There are additional options such as showing the invoice details on the statement.Finally, also consider adding a new statement template.. possibly rename the title, or remove the overdue periods in the footer and so on, so it looks less like a statement.
Thank you Jason
Regards
Sandy Craig
Cowra Freight
Hi Sandy, yes that is a different concept. Could you please create a separate idea - the key word would be Automatically.
As for auto payments, please take a look at Pinch Payments (see https://www.getpinch.com.au/reckon/) as this is exactly what you are after. We have worked very hard with the guys to get an end to end process in place that automates everything.
nb. Only Hosted and Reckon One, however desktop is on the roadmap.
Thank you for your response. I was aware of doing it via statements, (but hadn’t considered changing the template so it looks less like a statement). – However, the idea I am trying to put forward is similar to another program and it automatically sends an email once the invoice is overdue, stating the invoice number and date due.
And another idea is where one can click on “pay invoice” and put the payment through there and then. (I have never done it but have seen it on other peoples invoices). Our accountant has been pushing us to get payments in faster and not have overdue invoices and told us that his program does this.
Regards
Sandy Craig
Cowra Freight