Add, Edit or Delete Late Payment Reminders

Overview

Late Payment Reminders are a series of reminders that are configured in your portal and sent to customers who haven’t paid invoices after the specified number of days. Each reminder is automatically emailed at 6pm, based on your portal’s timezone settings.

The Astute system comes with three preset reminders which you can add to, edit or remove as you need.

When a reminder is sent, the reply address included will be the email that you have set in Config > Company Management > select the entity > Invoicing > Email Reply-To Address.

Add a Reminder

To add a reminder:

1. Go to Config > Invoicing > Late Payment Reminders.

2. Click the + icon in the bottom left corner of the reminder table.

3. Tick the enabled checkbox to make the reminder active.

4. Enter the Email Subject, Email Body and number of Days past Due Date to Send.

5. Click Submit.

The Email Subject and Email Body fields are both free-text fields in which a number of tokens can be used. These tokens are listed under ‘Available Subject & Body merge fields’.

The Days past Due Date to Send field requires a numerical value to be entered. The value that you enter here will apply to all Customers.

Edit or Delete Reminders

To edit a reminder:

1. Go to Config > Invoicing > Late Payment Reminders.

2. Click the pencil icon for the reminder you need to edit.

3. Edit the Email Subject, Email Body or number of Days past Due Date to Send.

4. Click the disk icon to save the changes.

Reminders can be deleted by clicking on the row you would like to remove, then clicking the bin icon in the footer of the table and clicking Delete.

Enable or Disable Late Payment Reminders for a Customer

You can turn Late Payment Reminders on or off in the Customer Profile if you need this setting to be different to what has been set in Config. 

1. Go to Users > Customers > select the customer > Billing Groups

2. Click on the Billing Group (if not the default one) 

3. Select System Default, On or Off from the Invoice Payment Reminders Drop Down List

4. Click Save.