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Setting Up Invoice Reminders

If you’ve set up email reminders for overdue invoices in the Company Information dialog box, in the Customer Detail dialog box you can then indicate whether a specific customer should receive these reminders. (For information about setting up default email messages, see Creating Default Email Messages for Invoicing.)

To send reminders, a customer must be set up to receive electronic invoices.

To set up invoice reminders for a customer:
  1. From the Brass Jacks Bookkeeper workspace, click the Manage Customers icon.  
  2. In the Customer List dialog box, select row for the customer.
  3. Click Detail or double-click the row.
  4. In the Customer Detail dialog box, click the Invoicing tab.
  5. Verify that you have selected the Send Invoices Electronically check box and that all the relevant information, such as the email address, is correct.
  6. Click Reminder Setup.
  7. If you haven't set up reminders in the Company Information dialog box, click OK and set them up before continuing. (See Creating Default Email Messages for details.)
  8. If you changed information in the Customer Detail dialog box that hasn’t been saved, in the message box, click Yes.
  9. In the Invoice Reminder Setup dialog box, if you wish, add one or more email addresses in the CC box.
    Separate multiple addresses with a semicolon (;).
  10. Type a subject in the Subject box.
  11. Type text for the overdue invoice email message in the Body box.
    You can type <<open invoice>> to have Brass Jacks Bookkeeper automatically insert the invoice number and unpaid balance.
  12. In the Options area, select On.
  13. Specify when a reminder should be sent by selecting a number from the days past due list.
  14. Click OK.
  15. In the Customer Detail dialog box, make any other needed changes and click OK.
To no longer send reminders to a customer:
  1. From the Brass Jacks Bookkeeper workspace, click the Manage Customers icon.  
  2. In the Customer List dialog box, select row for the customer.
  3. Click Detail or double-click the row.
  4. In the Customer Detail dialog box, click the Invoicing tab.
  5. Click Reminder Setup.
  6. In the Options area, select Off.
  7. Click OK.
  8. In the Customer Detail dialog box, make any other needed changes and click OK.