Automatic reminders
Switch them on in Settings → Invoices and time → Payment reminders to clients, then choose:
- Days before the due date for a friendly reminder (0 for none).
- Days after the due date for each overdue reminder, such as 1, 7, 14, 30.
Each reminder is emailed to the client's main contact (or the client's email), with the pay link and the invoice PDF attached. Each step is sent once. If MSMEPulse couldn't send for a few days, only the latest step reached is sent, so the client never gets a pile of reminders at once.
Reminders stop when the invoice is paid. They aren't sent for sample data.
For one client or one invoice
- To never remind a client automatically, untick Send payment reminders on the client's form.
- To stop reminders for one invoice, untick Send automatic reminders for this invoice on the invoice.
- To send one now, click Send now in the invoice's Payment reminders box. Every reminder sent is listed there.
The invoice PDF
Every issued invoice, credit note and debit note has a PDF button. The PDF shows exactly what was issued: your company and the client as they were on the day, the tax by rate, payments and the balance due. Clients can download it from the portal and the pay link too.
Statement of account
Open a client and find Statement of account. Choose the dates to see the opening balance, every invoice, credit note, payment and refund, and the closing balance. Download PDF or Email it to the client.