Custom Reminders
Paul Pratt
The ability to set custom reminders for invoices, same way as Freshbooks does it. Currently I am limited to the defaults timeframes for sending reminders but when a client is late I want to follow a different sequence eg Late Reminder, Warning, Service Suspension. All at different days after the previous email. https://support.freshbooks.com/hc/en-us/articles/227559727-What-Are-Payment-Reminders-and-Late-Fees-
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Elizabeth Miner
Yes, please! Specifically, clients who are on autopay have requested a reminder a few days before their charges are processed so they can confirm that they have sufficient funds in their method of payment. As much as I want to tell them, "No, grow up and use your own damn calendar", I have resorted instead to setting up dozens of reminders manually through the communicator. If their due date changes, I have to manually update all those scheduled reminders as well since there's no way to set up recurring events with automated reminders.
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Kyla
Also, currently there is NO way to send automatic reminders BEFORE the invoice is due. My clients have 30 days before the late fee starts to accumulate. The current automatic reminders will not send at all until one day before the due date, one day after the due date and then following the schedule that is set. I'd like to be able to send automatic reminder BEFORE the due date. A few clients get busy (running their own businesses) and tend to pay once they see that reminder that they have an outstanding invoice.
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Elizabeth Miner
Kyla There actually is an option for this under Workspace Settings - preferences - invoices. Look for Due Date Approaching. You can select an email template to send. Unfortunately, the only frequency option is one day before, and everyone with reminders enabled will get them along with any other reminders that are set up. They're all or nothing, rather than customizable per client or invoice type.
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Kyla
Elizabeth Miner - Yes, I mention that in my comment too. What I want is to be able to send reminders on a custom or at least more flexible schedule. For example, sending reminders weekly after the invoice goes out, even before it's due. I don't want to start charging a late fee until after 30 days, so the invoice due date is not set for 30 days, but I would like for invoice reminders to go out - many people miss the first email or forget about it but pay on the second one. After the invoice is past due, one can control the frequency of the reminders that go out. Even more confusing, when you set that frequency in Moxie the UI gives no indication that is only for the frequency for the reminders AFTER the due date has passed, so it's easy to think reminders will go out weekly after you send the invoice.
Waiting until day 29 to send reminders means that I'm sending reminders manually - so while technically there is one automatic one that goes out, it doesn't really feel like there's an option for automatic ones that is really workable under my use case.
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Elizabeth Miner
Kyla Sorry, yes! I was just working through these options myself when I replied. I deleted my comment after further reading, but it showed up here anyway. :/ I'm dealing with the same issue. If a client has overlooked an invoice, one day is typically not enough time to correct that - especially for an accounting department with a set procedure. I'd also prefer not to wait until the last possible date to get paid by a forgetful client! Manually scheduled reminders that aren't connected to the payment event are problematic in many ways.
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Raeanne Dimick
I agree! I would like to be able to set different specific reminder dates per client versus the standard every three days, weekly, bi-weekly, and monthly.
Geoff Mina
Nice. Thanks for posting the help article. We will incorporate this into our new Invoice Template module we are building.