Are your customers paying you late? To save time, would you like to schedule customer reminders?
Better still, would you like to automate the sending of reminders?
With the "Automatic Invoice Reminder" app, you can set up a generic or customer-by-customer reminder program.
Once installed, this app allows you to set up a program for dunning your unpaid invoices.
1 - Setting up dunning programs
Go to the app's home page.
On this page, configure your general dunning program. This program can be manual or automatic, and built in 1, 2 or 3 dunning steps.
Set each of the restart phases:
- A trigger date: Sending can be done automatically or manually via a trigger date set at D+ X days late.
- Message subject: The title is freely selectable. To include the invoice number, insert #REF# in the title.
- An accompanying message: By selecting a document template (created via the "Documents" app), you can call up invoice merge fields (such as customer name, amount due, etc.) and compose a specific, personalized message for each customer reminder. Your message is automatically included in the reminder dispatch.
2 - Set up third-party dunning programs
If you wish, you can customize dunning programs on a third-party-by-third-party basis.
To do this, go to a third party, then access the "Dunning" section, and click on its program. You can choose not to dun automatically, to dun according to a personality program, or to use the global program.
3 - Test invoice reminders
Go to a validated invoice, and you'll find a "Dunning" section. This section shows the last reminder issued, then a "Manual test or reminder" link lets you send reminders to yourself, or directly to the third party if you're in manual mode.
4 - Automate reminders
Go to the global dunning settings page. You'll find a link to an automatic dunning simulation. If you click on it, you'll receive an e-mail containing, third-party by third-party, and dunning level by dunning level, the invoices concerned, and whether or not they will be dunned.
If you automate the reminder, this simulation will be carried out, and the reminder mails will be sent.
This simulation function lets you check the expected result before launching the automation!