Automatic reminders can be set for invoices with due dates nearing or overdue, for which you can create profiles and link them to the desired contacts, define when the notification is sent, to whom, and what its contents are.
One profile may have several different reminders. For example, you can create a profile, in which reminders are sent 10 and 15 days after the due date of the invoice, or even before the due date.
Note! This feature is an add-on. You can activate it by going to Settings > Administration > Plan, add-ons and billing
After adding this feature to your site, go to Settings > Sales and finance > Invoice reminders to activate it and set up different reminder profiles.
Click Add to create a new profile. Add a name to the profile. Select the e-mail address you wish to use for sending out reminders.
Set how many days after or before the due date the reminder will be sent out.
Note! You can add different email aliases to choose from when creating a reminder profile and selecting a Sender for the reminder. Just go to Settings > Administration > E-mail setup and add the relevant information under Additional e-mail aliases.
When creating the content of the letter, you can use dynamic fields, for which the information is taken from the system automatically. Just click on the correct spot where you'd like to add the field in the content box. Then select the suitable dynamic field above the box.
You can add multiple reminders under one profile. Just click Add reminder at the bottom of the previous reminder, and fill in the rules for the second (etc.) reminder. For example, add a second reminder that's sent out 1 day before the due date of the invoice.
In addition, there are three checkboxes with different options to choose from:
Repeat last reminder – when selecting this, you can add several days after which the last reminder (for example, if you have more than one reminder set up for this profile, only the last one is repeated) is sent out again.
Assign this profile to all clients with no profile – in this case, this profile is assigned to all clients in your contact list that don't have a specific reminder profile set up.
Assign this profile to all invoices with no profile – in this case, this profile is assigned to all sales invoices in your invoice list that don't have a specific reminder profile set up.
To modify an existing reminder profile, just click on the name of the profile in the profiles list under settings.
You can also activate automatic reminders and the default profile, which will be added to each new contact.
The profile can be linked to a contact in the contact modify view or in the contacts list. In the list view, just tick the relevant contacts and click on Reminder profiles to select a suitable one.
If the contact has a profile assigned, it will be added automatically when the sales invoice is created for that contact.
Information on automated reminders is available in the sent e-mails report.
Reminders are sent out every day at 8 AM.
The reminders are sent out using the default PDF template for invoices set up under Settings > Sales and finance > Invoices. In case the user selects a different template for the invoice, the next reminders are sent out on the same template.
To give site users access to send and modify reminders, go to Settings > Administration > Roles & Permissions, select the role, and tick the option Modify sales and finance settings.
Note! The invoices created before activating reminders won't be taken into account. Also, all invoices must be sent from Scoro or marked as Sent in Scoro.
All the reminders waiting to be sent out manually are displayed in the reminders list under Invoices.
When creating a new invoice, it's also possible to add a reminder profile manually.
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