In Bill.com, it's easy to establish auto reminders to let customers or clients know when an invoice is either past due or is coming up as due. Establish templates for up to three auto reminders and set them up to go out at the time most appropriate.
Setting up auto reminders
- Hover over the gear icon
, and select Settings - Under the Receivables section, click on Auto Reminders
- At the top, select which reminder you'd like to edit
- Click Edit
- Edit the following:
- Enable the reminder by checking the box
- Determine when the reminder should be sent
- Determine the user the reminder should come from
- Use our Subject line or edit it to preference
- Edit the body of the letter to preference
- On the right hand side, there are options in the drop down to enter coding that will allow the invoice to specify the specifics relating to that customer and their invoices.
- Click Save
To turn off an auto reminder
- Hover over the gear icon , and select Settings
- Under the Receivables section, click on Auto Reminders
- At the top, select which reminder you'd like to disable
- Click Edit
- Uncheck the box
- Click Save
Things to know
- We will send up to 3 reminders
- By default, auto reminders are turned off and set to 30, 60 and 90 days
- Reminders are sent to invoices that have more than $0 due, including partially paid invoices
- The maximum amount of characters allowed in the template is 2,000
- Auto reminders are sent, even if an invoice has not been emailed to a customer, in the following scenarios:
- Add additional contacts to customer records
- Send a note to the customer
- Auto reminders are sent to all contacts on the customer record