I suggest you ...

Open Invoice Reminder - Editor and Preview

The open invoice reminder is a fantastic automation solution to help keep your less than punctual clients aware they owe you money.

Two things to improve it:

1) Use the same WYSIWYG edit as all of the other email template editors. Not sure why we're using an alternate one in this module. We use completely custom email templates including the wrapper, and there's something weird going on with the formatting.

2) To compliment #1, need a way to test what the email looks like before sending this out. Considering these emails are fully automatic and are not manually triggered, it's very important to know what they will look like before the system takes over. Reminding a customer that they haven't paid you is already a difficult situation, so it's important that when we do, we get it right.

3 votes
Vote
Sign in
Check!
(thinking…)
Reset
or sign in with
  • facebook
  • google
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Rob shared this idea  ·   ·  Admin →

    2 comments

    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      Submitting...
      • Anonymous commented  · 

        Would also be good to perhaps have control / different alternatives / Template over sending reminders or services (Repair) and products (Anti virus etc )

      • Jamie A commented  · 

        I would like to see it include a statement pdf in the email. Some customers have multiple invoices, and not ALL are past due.

      Feedback and Knowledge Base