Finally! A great way to chase up those customers that seem to drag their heels when it comes to the payment due date, or even just a friendly reminder before the due date to ensure that the original invoice was received.
You can locate this function under the Sales command Centre, the option sits underneath the Print/Email Statements button.
The reminders themselves are customisable, whether it be a reminder before or after the due date – you can use the standard reminder dates already set up in the system or you may wish to have your own i.e 7 days after due date. There is also the option to send reminders to either all your customers or just a select few, dependent on the relationship.
Additionally there is another option where a summary of invoices will be sent on the 3rd of each month to either all your customers or again a select few, this could be a great way to notify the unpaid invoices so there is some time before the end of month statements are issued to address any queries that they may have.
As always MYOB is open to receiving feedback on functions, especially new ones, so there is a feedback tab within the ‘Invoice Reminders’ window.
As always, if you would like assistance with getting this set up, please call the team at 3rd Arm Admin on 04 232 9199 or email info@3rdArmAdmin.co.nz.