Navigation INVOICING > UNPAID INVOICES > OUTSTANDING INVOICES

The credit control report (or outstanding invoices report) can be used to send credit control emails to remind clients to pay their invoices. These emails can be personalised and sent one by one or, if appropriate, as a batch. Each reminder email will have a copy of the latest invoice and account summary attached.

 

How do I send a payment reminder email to multiple clients from the Uninvoiced Report?

 

  • Click on the checkbox in the header on the right to select all clients in the report.

  • Click on the "Payment Types" dropdown to filter the list, eg. walking clients only.

  • Choose an analysis date or click "This Month End". The report will then list all debts where the due date of the invoice (or Quote) is on or before the analysis date that you select.

  • Click "Email Selected..."

  • Choose an appropriate "Reminder" email template from the dropdown.

  • Click "Send Email".

Below is an example of how your email might look when your client receives it.

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