Automatic Payment Reminder

CPA Planning Design's Avatar

CPA Planning Design

11 Nov, 2013 12:14 AM

Hi all,

No hurry on this one, but so far as I can see, there is no way of setting up automatic payment reminders, that are cancelled in the event of a payment being received. Am I right?

Thanks!

Chris

  1. Support Staff 1 Posted by Seth B on 11 Nov, 2013 12:21 AM

    Seth B's Avatar

    Hi Chris,

    This is incorrect! We've supported auto-reminders for late invoice, and even pre-reminders on a per-invoice basis for years.

    To set it up, while editing an invoice click the "advanced options" bar underneath where you normally enter Invoice #, Taxes, etc.

    The pre/post reminder options are in there, I believe on the left-hand side (writing this email from memory).

    Of course, when an invoice is paid the reminders will no longer be sent.

    Best,

    - Seth

  2. 2 Posted by CPA Planning De... on 11 Nov, 2013 10:19 PM

    CPA Planning Design's Avatar

    Hi Seth,

    That's great, thank you very much! I think I thought I had deleted this, after I found it, but perhaps not!

    Thanks,

    Chris

  3. Support Staff 3 Posted by Seth B on 11 Nov, 2013 10:46 PM

    Seth B's Avatar

    You might have, as the first message disappeared. Sorry - just was
    responding via email.

    Best,

    - s

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