Support Center

Sending Payment Reminders

Last Updated: Apr 02, 2013 02:55PM PDT
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Collecting invoice payments from your customers can sometimes be a challenge. The last thing you want to do is call up your customer and ask when they are sending in their payment. But you want to get paid. Enter WorkingPoint Payment Reminders.

With WorkingPoint's Payment Reminders, you can automate your collections efforts. Once you determine which reminders you want to send: invoice due or late payment or both; set the timing of the reminder for "x" number of days before or after the invoice due date; and frequency of any subsequent late payment reminders; and customize your email messages, we'll take it from there.

Invoice Due Reminder
WorkingPoint will automatically email out a copy of the invoice "x" number of days before it is due as a reminder to your customer that their invoice due date is approaching. This feature is great at eliminating the oft-heard excuse, "I never received the invoice." 

Late Payment Reminder
For any invoices that weren't paid by their due date, WorkingPoint will send out another copy of the invoice "x" number of days after the payment was due to reminder the customer to send in their past-due payment. You can also schedule automatic emails to go out again every week or month the invoice remains unpaid.

Whether you want to set up a global setting to handle all invoices the same way or pick and choose which invoices to send reminders on, WorkingPoint's Payment Reminders helps take the headache out of collections.

To setup payment reminders globally:
  1. Click Invoices.
  2. Click Settings
  3. Check the checkbox for the reminders you want to send: payment reminder, late payment notice, subsequent late payment notice. Enter in the days before the invoice is due or after the invoice was due or the frequency of the email for subsequent late payment reminders, depending on the selected reminder. 
  4. Customize your Invoice Due and Late Payment email subject and body message, or use the default text provided.
  5. Click Save Changes.
Note: Global invoice settings apply to all invoices. By enabling payment reminders using the Invoice Settings page, payment reminders will be added to all open invoices and reminders will be sent according to their individual invoice due dates and the global settings determined. However, you can override the global settings on an individual invoice basis, as well.


To setup individual invoice payment reminders:
  1. Open invoice in view mode.
  2. Scroll to bottom of page to view the Payment Reminder settings.
  3. Check the checkbox for the reminders you want to send: payment reminder, late payment notice, subsequent late payment notice. Enter in the days before the invoice is due or after the invoice was due or the frequency of the email for subsequent late payment reminders, depending on the selected reminder. 
  4. (Optional) Customize the email template by clicking Edit payment reminder email template and/or Edit late payment email template, make changes and click Save.  (payment reminder template below)
    invoice due email template
  5. Click Save Reminder to save settings.
     
Reminder Sent Note
Once a payment reminder has been sent, the Payment Reminder settings on the invoice will be updated with a sent stamp and date when the email was sent and the History & Notes section will log the event as well.
reminder sent note

 
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