Knowledge Base & Forums/User Forums/Studiometry Community Forum
Answered
How to set up reminders for invoices?
Albert Zeeman
asked this on April 04, 2011 08:06 am
Hello All,
How do I set up and store reminders for overdue invoices?
Best regards,
Albert
Comments
You can have Studiometry send you notifications (that would appear in the main window's Notifications section on the right) when Invoices are overdue. To do this, click the "Options" button in the very bottom right. Make sure an employee is selected (if you have multiple employees enabled).
The setting for invoices would be on the right under "Global" check the Invoices Alerts checkbox. You can also enable overdue to do, recurring debts, and many other things in here.
Hope this helps!
Yes I know that but I want to send reminders to my client after this notification. Is there a Report template for this or should i setup something else with Summaries?
Ah yes sorry I thought you meant just to remind yourself of overdue invoices. There are a couple ways you can remind your client of overdue invoices:
A. You can create a duplicate of your invoice template and simply add an "overdue" watermark or notification. When you receive an overdue invoice notification from Studiometry you can then open your invoice and change it to the new template and send that to your client.
B. You can create a custom summary of Unpaid Invoices, and filter the summary by that specific client. This would help if the client has multiple overdue invoices. I would recommend setting up the date to be "Previous 90 Days" so that it doesn't grab unpaid invoices that are not overdue.
Hope this helps!
I've turned on the notifications for all employees... I have a few overdue invoices - but no alert. Tried restarting Studiometry - still no alert.
I have tried using the summaries window, but you can't sort by "overdue" - or at least I haven't found that one. Would be great to just get a "bump" on items that are overdue, so that I can send a quick reminder email to nudge them along. Thanks in advance!
Regarding missing invoices. Each invoice can be set individually for notifications. You can set the overall invoice notification setting in the Preferences Window > Billing Settings section under Alerts > Alert of Overdue Invoices.
Whenever you create an invoice there is a checkbox in the editing window next to the due date that says "Notify". This setting will grab whatever the default setting is in your Billing Settings section when the invoice is created.
So to receive an alert, the invoice must have notify checked, and the employee must be set to receive notifications.
Regarding the summaries: you can easily show overdue invoices on a summary by selecting the following settings:
Lastly, in Studiometry 9 there is a new group in the main window for overdue invoices. When you select the Invoices group, you can filter below by Overdue Invoices.