Sending reminder emails for due invoices is available from the Account statements (Back office) page by expanding each debtor and using ‘SEND REMINDER’ button.
Due invoices: Invoice report summary showing invoice totals, along with each individual invoice PDF.
Report settings: See Customer Account Statement Reports (Administration) for changing the report and adding new reports to attach to the email.
Email settings: See AccountStatementEmailSubject / AccountStatementEmailBody for changing default email template text.
For more information and related how to pages see Wire transfers and Payment allocations page.
Navigate to Account statements (Back office) page and click anywhere on the debtor rows shown to expand to show the ‘Debtor Invoice Summary’
Click on the ‘SEND REMINDER’ button to open the email pop-up.
3. Fill in the email pop-up and click ‘OK’ to send the reminder email.
The ‘DUE INVOICES’ report and each individual invoice will automatically attach to the sent email. These settings can be changed in the Customer Account Statement Reports (Administration) page.
Add emails to the ‘To' field, additional emails should be separated by comma/semi-colon.
Note: ‘Email 2 (Backoffice)' will automatically populate the ‘To’ field from the debtor.
Add any additional emails to carbon copy to the ‘CC’ field.
Note: ‘Email Cc address for invoicing’ will automatically populate the ‘CC' field from the current Administrations (Administration).
Add any additional emails to blind carbon copy to the ‘BCC’ field.
Edit the email 'Subject' text as required. The default text can be edited in AccountStatementEmailSubject / AccountStatementEmailBody.
Edit the email 'Body' text as required. The default text can be edited in AccountStatementEmailSubject / AccountStatementEmailBody.
The HTML editor is available for the email body text see here for more information.