Customer Email: Payment Reminders
This automated payment reminder email gets triggered if there is no payment made after an invoice is sent based on the # of days after invoice is sent or based on the payment term given to that invoice.
So please visit the email automation screen or you can access the email automation screen by hovering your mouse over the "My Account" tab, scrolling down to "Email Options", and clicking "Email Automation":
The payment reminder email is located in the customer's section right above the receipt emails.
The next thing that you need to do is select the time you want the email to be sent. 7am is the default time but you can choose between 7, 10, 3, or 5.
Then select the type of customer you want to create the email for. You may want to send a specific payment reminder email to residential customers and a different one for commercial customers for example.
Next, choose either the "x days after invoice is sent" choice or the "after payment term ends" choice. If you use our payment term feature where you insert a payment term on each invoice prior to sending or you have chosen a default payment term on the invoice format screen for all invoices, then it's best to choose the "after payment term ends" choice.
Next, go ahead and click the "click here" link below the "type" of customer dropdown to open up a window with an email in it that we already created for you. Edit it to better suit your needs or leave it "as is". When ready click the "Save and Activate" button.
Next, all you have to do is decide if you want to send multiple payment reminder emails. If so, check the "send a series" checkbox:
Then you can click on the "Click here" link, review the email, insert the # of days after the previous email you want to send this particular email, click "save and activate" and then click on "Click here" again if you want an additional email to be sent, etc. etc. You can create as many payment reminder follow up emails that you want to. We created 7 emails for you so if you do want more than that you'll simply have to create 'em yourself. However, if it takes more than 7 payment reminder emails to get a customer to make payment then that's one dud customer.
Lastly, we have an exclude option where you can exclude anyone from receiving payment reminders. If you have a great customer for example but they continually pay late you may not want them to get any payment reminders.
See ya in the next article!