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Feature Request: Send automated payment reminders & overdue reminders
Send a reminder email when the invoice is due within x-days and when the invoice is overdue.
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Inappropriate?Mike,
A good idea - we'll add it to the list, and if we see others bigging it up (as I believe young people say) with the 'I like this Idea' button, we'll get on the case.
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Inappropriate?Yo, big it up dude!
Err, I mean I like it - it's a jolly good idea chaps..
I’m all bigged up - I think it's okay to say that isn't it?
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Inappropriate?I really like this feature in another system used for another business. It has really helped save time and get money in quicker. Also sends automated thank you messages when payments received.
I’m excited
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Inappropriate?Big IT!!! -
Inappropriate?I'd agree here - A statement would be nice to have - just as a general reminder to clients. Automatic emailing would be a secondary feature for me - as reminders might be fiine for some clients and not for others. -
Inappropriate?How about a set of properties on the client (or project)...
1. auto-send payment reminders? (tick box)
2. Days before due date for reminder (integer)
and...
3. auto-send statement? (tick box)
4. Days after due date for statement (integer)
Plus a manual statement generator, of course!
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+1 to "statements". Also see a feature request I've just posted on allowing clients to access their invoices online. -
Inappropriate?I think a 5th would be good too (set on a per client basis), Days after due date reminder (integer).
Some other systems have a good method where several time intervals can be set, all with different comments.
For example,
15 Days Late - "Please pay"
30 Days Late - "Please pay or else"
45 Days Late - "Now you've really done it" -
Inappropriate?I hope we've bigged up the idea enough :) it's a real killer feature.
Perhaps defaults can be set on a per client basis, but overridden per project just as the payment schedule and invoice sequence numbering is currently done.
"Big up yerself!" - Ali G
I’m bigged.
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Inappropriate?Hi Melanie,
This isn't in place yet I'm afraid. We have a rather large list of feature requests which we're working through, and this is on that list so it will definitely be included in a future release. I can't be specific on exactly when that will be though.
I’m confident we'll get there soon with this
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Inappropriate?Hi Ed,
This feature request has been bigged up 16 times now, so I guess that's sufficient bigging?
I'd like to remind clients (with customised text) that their invoices are due 7 days before the due date, and then again when the invoice becomes due and then again every day or two after the invoice becomes overdue. At the moment, I do this manually but an automated system would be far more "friendly" and would save me a heap of time.1 Comment Add a comment
This is one of the best points
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"their invoices are due 7 days before the due date"........(!!!???!!)
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Inappropriate?Come on everyone, keep bigging this idea! It's a year old now and something that I absolutely know would make our lives much easier and improve all our businesses' cash flow :)
I’m hopeful
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Inappropriate?Hi Mike,
We know how much you, and lots of other people want this, so you can consider it officially "bigged up".
As I might have mentioned, we're going to get Estimates out the door in the next couple of weeks and then prioritise the next slew of features.
There's probably 3-4 big things we really want to tackle and late payment reminders is one of these, so it will happen.
Thanks for your continued patience in the meantime. We're still a small team, with lots to do, but we're committed to doing the best job we can for our users. -
Inappropriate?Is there any update on this?
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Inappropriate?Would love this to happen soon - statements / reminders / aged debtors.
Thanks!
I’m hopeful
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Inappropriate?Would also really like this! I saw this feature on Freshbooks and thought it was great. But I really want to use freeagent because of its UK focus and it's a very tidy app!
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Inappropriate?Hi guys,
We are listening to you, even if it doesn't seem like we're acting very quickly!
We know automated email reminders is something that would benefit lots of users so it is scheduled for the next few releases.
I don't want to give out an exact date, because we can never foresee how long other features will take to implement but we are going to be working on this soon, I promise.
In the meantime, it would be useful to know exactly what you require, so we can start planning. -
Inappropriate?Good to hear that you've been talking about this in the last couple of days at Freeagent. Some ideas below, I'm only starting off as a freelancer and haven't got loads of accounting experience, but hopefully these ideas help things along.
INVOICE REMINDERS
In the main account settings I should have the ability to turn the invoice payment reminder on/off.
Once an invoice has been sent the system will being the process of sending a series of automated reminder emails to the customer. I can choose how long each email should be sent after the invoice date. eg. 30 days, 50 days and 60 days (or whatever!), this choice is made in the main account settings.
Each email should have customisable html text with dynamic fields so the email can automatically address the customer by first name, surname, company name etc.
Because I have different relationships with different customers I may not want to send a reminder email to everyone and it could be good to have the option to turn this payment reminder on/off on a per customer basis. Maybe when the customer is created the payment reminder setting is set to the same as the master account default?
Once a payment has been received that correlates to an invoice then it'd be good if the system sent an automated 'thanks for payment' email to the main billing contact of the customer. This email should be completely customisable and allow html, then I could also use it as a way to convey some subtle marketing messsages at the bottom.
Hope all goes well with developing this feature!4 Comments Add a comment
This is one of the best points
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Thanks for the feedback. We're thinking along similar lines, but we're leaning towards setting the reminders at an invoice level, for maximum flexibility but having the option of defining email templates which can easily be assigned to an invoice. It should be good.
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Something which Mike Wilson mentioned, it would be good to be able to send an automated payment reminder a week before the invoice is due. A gentle nudge to get a more prompt payment.
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@Metzed
Yes, we've noted Mike's idea on this and it's in the planning -
we send automated renewal reminders to clients for web hosting so it'd be good to send invoice reminders along before renewal date as we can't go back if a client changes their mind once a domain has been renewed...
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Inappropriate?Anyone got any good wording for late invoice reminders they would like to share that balances "pay up or else we send the boys round" with "we love having you as a client"?
I’m amused
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Inappropriate?Not very balanced, but I like "Are you gonna pay this invoice, or am I going to have to come 'round there with a meat cleaver?"
I’m on holiday, thank you very much.
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Inappropriate?Just to let everyone know that work on this is now well under way and we're making good progress, taking on board all of the comments in this thread.
If you'd like to be involved in the beta testing, once it's ready in the next few weeks, then let me know.
I’m excited
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Absolutely. Please add me to the beta test :)
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Inappropriate?If possible sir i would love to help beta test as unfortunatly i have clients who love not to pay on time :(
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Inappropriate?Hi Roan, please add my name onto the beta testing list if there's still room. :-)
I’m excited
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Inappropriate?This feature would save me at least an hour or two every week. Can't wait!
I’m hopeful
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Inappropriate?definitly add me to the beta list please... looking forward to this update! :D
I’m thankful
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Inappropriate?Hi guys,
Could everyone interested in beta testing please email me at roan@freeagentcentral.com. We're ready to open this up.
Please only get in touch if you are willing and able to give constructive feedback about the functionality.
Thanks
I’m excited
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