Email reminders for invoices with Payment Plans
An email reminder for invoices with payment plans that goes out at a standard interval similar to the one for invoice notices would help a lot. As the invoice reminder goes out x amount of days from the invoice date, if this could either go out x amount of days from the last installment, or x amount of days before the next installment, either would work.
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26 Aug, '20
AubrieHighlighted comment
This would help when you have customers on a payment plan, but you also have a net30 invoice on their account. You can only implement chasing cadences on full account balances, so I have created a custom chasing cadence for each of our customers on payment plans. There is an issue, though, if any of these customers add a net30 invoice on their account. I can't chase the net30 invoice because I have a cadence running to send them reminders about their payment plan. -
08 Apr, '24
ChristinaChristina Bieri
Apr 8, 2024, 1:08 PM CDT
Is there an email trigger setting to have reminder emails automatically sent a day or two prior to a payment/installment date on an invoice? I am needing a reminder sent to those customers who are choosing to not put a payment method on file but are willing to make one-time payments on the due date. I have a hard time remembering to track the various customers who need this special reminder to make it happen on the correct date. An automatic trigger would be a great help. I don't see anything as I look through the options, but know I maybe overlooking something. Or if there is a way to set up a "chasing" situation for this please advise for that. Thanks. -
31 Jul, '24
Carrie CartlidgeUpvote. Tried to figure this out today with automations, but hit a brick wall.