Teachworks allows you to send an email to customers if they have an invoice that is about to become overdue. These Invoice Due reminders are sent on the day that the invoice becomes due.
NOTE: Overdue Invoice Reminders are sent within the first 6 hours of the day.
Requirements
In order for Overdue Invoice Reminders to be sent, the following requirements must be met:
The customer has an email address on their profile.
The status of the invoice is "Approved/Awaiting Payment".
An invoice reminder email has not been sent already.
The invoice date is not the same as the "Due Date".
The invoice total is greater than zero.
Enabling Overdue Invoice Reminders
Click on "Account & Settings" and then click on "Account Settings".
Scroll down to the "Invoice Settings" section.
Set the "Invoice Due Reminder" setting to "Enabled".
Submit the form to save your changes.
Settings
The Overdue Invoice Reminder can be customized by following the steps below:
Click on "Account & Settings" and then click on "Notification Templates"
Click on "Edit" next to the "Invoice Reminder" option under the "Billing Notifications" section.
Customize the template.
Submit the form to save your changes.
You can find a detailed guide for customizing notification templates here: Customizing Notification Templates.
NOTE: Overdue Invoice Reminders will not be sent if the Invoice Date and the Due Date are set to the same date.
Manually Sending Overdue Invoice Reminders
It's possible to send overdue invoice reminders manually if you'd like to send them to your customers again. You can follow the steps below to manually resend these reminders:
Click on "Billing" and then click on "Invoices".
Using the checkboxes on the left-hand side, select the invoices that you'd like to send the over invoice reminders to.
In the menu that appears at the top of the "Invoices" table, select the "Send Invoice Reminder" option.
Click on "Submit" to send the overdue invoice reminders.