You can send invoices or statements to any clients at any time you want outside of the normal scheduled communications by using the send adhoc statement button.
The "Send Ad-Hoc Statement" button sits in the client menu once enabled in your system.
Ad-Hoc Statement Reminders
This feature is ideal for following up on overdue invoices or giving a timely nudge to help improve cash flow. You can now send statement reminders to your clients at any time, independent of your regular scheduled communications.
To send an Ad-Hoc Reminder:
Go to your Debtors page, open the Client Menu, and click “Send Ad-Hoc Reminder”.
When sending:
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The email address for sending can either be chosen from the data we pick up from your accounting system or you can enter the email address manually.
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The reminder has all existing outstanding bills listed for the client.
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The link on the reminder will take your clients to their payment dashboard.
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The reminder wording is not customisable.
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Anyone with "Admin" or "Take Payments" permission can send an Ad-Hoc Statement email.
Note: If debtor communications are disabled on your dashboard, please note that this doesn’t stop the Ad-hoc Reminders from going out since it has its own email address selection. Therefore you don't need to unsuspend and then suspend again when using this function.