What are automated payment reminders?

Enable and add invoice payment reminders in Pandle

Manage your invoice reminders

Using automated payment reminders

How do I know if I've sent an invoice reminder?

What are automated payment reminders?

In Pandle you can set up automated payment reminders so that customers with unpaid invoices automatically receive email reminder. It means you won't need to spend so much time following everything up, and can even help you get paid more quickly.

Enable and add invoice payment reminders in Pandle

Click the settings icon in your Pandle navigation, and select 'Document Settings' from the dropdown menu.

Select the 'Invoice Options' tab.

Click the checkbox 'Do you wish to send automated reminders?'

Then click 'Set Reminders'.

In the next screen click 'Add Reminder'.

Use the next screen to create new reminders based on the rules you apply. In our example we're creating a new invoice reminder to send a courtesy email to a client 5 days before the invoice due date, then another reminder 1 day after the due date.

5 days before due date:

1 day after due date:

To speed things up, you use the 'Inserts' options to automatically personalise the email. The inserts will take information from the customer's record in Pandle and the invoice each time the automatic email goes out.

The new reminders you create will be included in the series of reminders your customers receive.

Manage your invoice reminders

You can manage and edit your invoice reminders at any time.

Click the settings icon in your Pandle navigation, and select 'Document Settings' from the dropdown menu.

Select the 'Invoice Options' tab.

Then click 'Set Reminders'.

You'll see a list of any existing invoice reminders.

  • Use the 'Send Invoice Preview Reminder' button in the Actions column to send yourself a preview of what the reminder will look like to your clients.

  • Click 'Edit' in the Actions column to make changes to this reminder

  • Click 'Delete' in the Actions column to delete this automatic reminder

Using automated payment reminders

Each customer invoice you create will now have a checkbox which allows you to turn on reminders for that invoice. This means you have the option to remind all your customers, none of them, or just the select few.

How do I know if I've sent an invoice reminder?

You can see reminders sent for an invoice on its audit trail.

Click 'Customers' in the navigation bar, and select 'Customer Invoices'.

Click on the invoice you want to check, and scroll down to view the audit log. You'll be able to see the details of any reminders sent, as whether the customer opens the email so you know they have seen the invoice.

It is also very important that, if you decide to use this feature, that you keep your banking up to date. An invoice will not be marked as paid unless you have assigned the customer receipt against it. The last thing you want is to be sending reminders for an invoice that has been paid!

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