Abtrac can manually send Invoice Reminder letters to customers when the invoices are overdue. Users can set up their reminder letters to suit their organization. This feature is available in the Debtor Management module of Abtrac.
Abtrac Invoice reminders are handled in through the Debtor Control section in Debtor Management.
Go to Debtor Management >> Debtor Control
Users can select the overdue invoices using the select box provided in the grid. In the screenshot above, you can see that the selected invoice is a ‘committed’ one.
The Invoice Committed column can be enabled from Administration >> Settings >> User Control Settings
Select Debtors – Debtor Control from the dropdown list and give a value to the width for ‘Invoice Committed’.
Once the invoice/invoices has been selected, click on the Invoice Reminders button.
A pop up box asks to confirm if you have only selected committed invoices.
Click on the ‘Yes’ button and the ‘Invoice Reminder’ box appears.
Here, you can choose to send individual reminders for each invoice, each job or group invoices for the one recipient into one reminder. Reminders are sent to specified invoice email/s.
Select the required option from the dropdown list and tick the box if required.
Also, select the reminder to be sent, based on your email settings, from the dropdown list.
Invoice Reminder email templates can be set up in Administration >> Settings >> Email Settings
Now, click on the ‘Send Reminders’ button to go into the ‘Send Invoice Reminders’ page.
In the grid, you can see the Status as ‘Draft’.
You can also preview the attached invoice (if the ‘Attach Invoice’ box has been ticked previously in the Invoice Reminder box) by clicking on the preview button.
- Click anywhere on the green colour in the selected invoice to view and/or edit the invoice reminder details
- Now, click on the ‘Save Email Details’ button to save the details
- Finally, click on the ‘Send Email Invoice Reminders’ button to send the reminder.
Once the email/s have been sent, the Status in the grid changes to ‘Email Sent’.
The email appears as above in the inbox of the recipient as entered in the invoice management page (From Invoices >> Load Invoices >> click on the relevant invoice number to go into the ‘Invoice Management’ page).
Abtrac KB# 2154