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.
Comments: 1
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26 Aug, '20
AubrieThis 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.