The reminder schedule
The Reminder schedule decides when customers are reminded about unpaid invoices. Open it with Schedule and settings on Payment reminders. You need to be a finance administrator.
Turn reminders on
- Tick Propose payment reminders for review. It is off until you turn it on, and while it is off nothing is proposed.
- Tick Attach a statement by default if most reminders should carry a statement.
- Choose Who to chase first: Oldest first or Largest first.
- Select Save.
Auto-send reminders sends proposed reminders with no one approving them. ASTRO asks you to confirm first. It also needs ASTRO's operators to switch on automatic sending; until then reminders still wait in the queue.
Change the stages
Each stage has a Name, Days after the due date (a negative number is before it, for a friendly reminder) and a Template. The built-in schedule reminds 3 days before the due date, then 1, 15, 30 and 60 days after.
- Change a stage's fields, Remove one, or select Add a stage.
- Select Save.
An invoice gets one reminder at a time, and a stage is never proposed twice for the same invoice. The wording of each template is edited on a brand's page, under E-mail templates, in Brands.
Customers who get no reminders
This list shows every customer whose reminders were stopped, and for which brands: Every brand, or the brands named. If you work with some brands only, stopping a customer's reminders stops them for your brands only; reminders for the company's other brands carry on. Select Remind them again to undo it. A stop that covers every brand can only be undone by someone who works with every brand.