Reminder - Invoice Payment

Introduction

Managing invoices and payments is a critical aspect of maintaining healthy cash flow and ensuring smooth business operations. The Invoice and Payment Reminders App simplifies this process by automating the sending of invoice payment notifications to customers, reducing manual effort and improving efficiency.

This powerful tool ensures customers are promptly reminded when payments are due, helping to minimise overdue accounts and support timely collections. It allows users to keep on top of financials more effectively, ensures timely payments, and assists with following up on overdue invoices. By streamlining invoice management and follow-ups, the app enables users to stay on top of their financial obligations with minimal effort.

This user guide will provide a comprehensive overview of the Invoice and Payment Reminders App, including its key features and step-by-step instructions on how to set it up and use it effectively.

The Reminder - Invoice Payment App

In order to use the ‘Reminder - Invoice Payment’ app you will firstly need to have subscribed to the app and access your Joblogic back-office system.

Within the back-office, navigate to the marketplace area within the left-hand navigation menu.

You will be presented with a display box showing any apps currently installed for your Joblogic account. Select the ‘Reminder - Invoice Payment’ app.

You will be taken to a ‘Reminder Set up’ area where you can configure the details for your customer invoice payment reminder.

To change any details, select the ‘Edit’ button, which will allow you to modify the page.

Set the number of days before the payment is due for the reminder to be sent within the ‘Remind before’ field.

The ‘Reminder Email Template’ can then be populated. This provides a template for automatic email that will be sent out to your customer.

A default template will already be available. You can use this, create a completely new one or tailor the existing one to suit your requirements.

*Image of default template: *

*Example: of tailored template using the default as a basis: *

Note: The dynamic fields indicated by the [squared brackets] can be used to pull information from the related customer and invoice into the space of the [tag] within the template.

Insert these fields by placing your cursor where you want the information to appear within the template and then clicking the [tag] below the template.

Once you are satisfied with the email template’s details for the invoice payment reminder, click ‘Save’ to finalise your settings.

The system will save the template and the specified number of days before the payment due date when the reminder is to be sent. With this in place, whenever an unpaid or partially paid invoice reaches the designated reminder date set, an email based on the template will be automatically sent to the primary customer contact email address associated with that invoice.

Further Support

For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com.

Publishing Details

This document was written and produced by Joblogic’s Technical Writing Team and was last updated on the date stated above.

Please note:

The information provided may be subject to change following updates to the system or new app releases.

Details within this guide may vary depending on your Joblogic account’s user permissions and settings or the device being used to access the platform.