Set up email subject and email message for Invoice Reminder
The first step is to configure the email subject and email message for the Invoice Reminder message
Go to More->Company/Branch Info-> Select Branch and Modify
Then go to the Customer Portal tab and find the Invoice Email Subject and Invoice Email Message.
Use the codes to auto populate information from CenPoint. Hint you can click the codes to copy and paste then into your messages
This is what your email would look like with the above example
CenPoint will conveniently add how many days until the invoice is due
When the invoice is past due it will add 'past due' in the message
How is the due date or past due date being calculated?
The terms for when an invoice is due or past due is coming from the terms you set on the customer.
Does Net 30 mean 30 days? Not necessarily it depends how you set up your terms.
Check how your terms are set up go to More->List Management->Quote, Jobs-> Terms
CenPoint will take the 'Due in Days' from the terms you have set up and calculate from the invoice date.
Sending Invoice Email Reminders
To send an Invoice Email Reminder go to the Find Invoice Screen
Once on the find invoice screen go to 'Options' ->Send Email Reminders-> Select from Email PDF, Email Link, and Email Link and PDF
You will then see an information window telling you how many invoices CenPoint will attempt to send and some other tips 😉
* When you click Send Reminder Email, they will all auto send, and sent to customer will be checked
What if you don't want to send all 42 emails as it shows in our example?
Click the filter option at the top of the page to open the filters. Use the filter options to narrow down the results. In this example we only want to send 'Past Due' invoices so Past Due(not flagged as retention) is the selected filter and now only Past Due Invoice Reminders will be sent.
Want to do a specific date range? Uncheck the Only Inv. w/ a balance check box to get the option to enter a date range.
When sending reminder email all the of the options will mark the 'Sent to Customer' box if it has not already been marked.
When sending a link, the link can be tracked by clicking the ellipsis on the invoice->Select Invoice Info, and you can see the link information
Who will these Invoice Reminder Emails go to?
Invoice Reminder Emails will be sent to anyone marked as a billing contact on the customer.
Reminder emails are sent to the same contacts that would receive an invoice when it is sent from CenPoint, using ellipsis and choosing either the Email or Text option.
Check your customer contacts by clicking the ellipsis next to your invoice->click Open Customer. In this example there are 3 contacts marked as billing, the reminder email would be sent to all 3 contacts.
Use the Invoicing Stats from the dashboard to send Invoice Email Reminders
Want more cool stuff?
You can quickly get to invoices due in the next 7 days or past due from the invoicing stats dashboard.
Double click on Invoices Due in the next 7 days and CenPoint auto filters the results for you.
Double Click Invoices Past Due and CenPoint auto filters the results for you.
But wait, there's more! 😮At absolutely no extra cost, you can double-click any of those lines to jump straight to pre-filtered stats.
We're not just saving you time—we're saving at least some ( not all) of your sanity!
Need help setting up your dashboard, use the following link: Set up dashboard