Settings and activity
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34 votes
Hi community, thanks for your on-going feedback through this idea.
We appreciate wanting more visibility of which customers you are sending reminders to, and thank those that contributed to our earlier research.
Right now, from the Sales Invoice Awaiting payment list there is a column for 'Reminders' where you'll be able to see if a contact has reminders turned off.
We're also currently working on a new agent powered through JAX, that will help you get paid without all the chasing.
You'll be able to tun this on for selected contacts, and JAX will build a personalised plan considering open invoices to follow up with the customers in the right way, at the right time.
Being open, with the initial release there will not be a dedicated view to see which contacts this is turned on for, however product team are across the idea here for consideration in future…
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42 votes
Hi team, we appreciate the interest and rationale for being able to set up invoice reminders for Contact groups.
Being open at this stage we don't have plans for this, however as you may have heard we're currently building an agent with JAX that will help with getting paid without so much manual intervention.
The way this will work is JAX will create a personalised plan for each customer you turn it on for. It will review open invoices and follow up your customer at the time, and through the medium that is most likely to drive payment.
While not at a contact group level this may help with some of the needs in communicating with customers in different ways as needed here.
I'll return to share once this is released.
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Greg Miliatis
commented
Do you want to auto-send reminders, or do you want to review customers who owe A/R & flag who should receive reminders? A lot of the companies I work with want to manually choose which customers receive A/R reminders. That way, reminders aren't sent to everyone regardless of situation: for example, some customers might need a milestone completed before paying, or other customers might need white-glove treatment without auto-reminders.
It sounds like you need to triage who needs to receive invoice reminders. I.e., not everyone needs to receive a reminder every time, but instead, you need the ability to peruse who owes A/R, then decide who should receive reminders. Is that correct?