Client reminders for invoices
Erin Olson
Merged in a post:
Reminder notifications for client invoices
L
Leigh Heywood
Clients definitely need reminder notices, especially for annual invoices. The amount is significant and could have a negative impact on their cashflow.. and their experience with us/flywheel.
Suggest over delivering on this one. 30 days before, 14 days before, 7 days before and the day before. Or better still.. let us manage the settings and select what’s appropriate for our business and clients.
Thanks all, love this product and that you have a forum for suggestions that actually get implemented 👌🏼
Jason Bean - Bnpositive
Perhaps similar to this comment. Until we can mark invoices as paid through other methods, being able to turn off reminders to clients of unpaid invoices, which have actually already been paid outside of FGS.
Reasoning for this is I'd like to keep the record of the invoice being sent and a part of the client's billing history and then hopefully when the option is release to mark invoices paid via other methods I could go back and update any of these old invoices.
Erin Olson
Merged in a post:
[URGENT] Account Setup Reminder
NATHAN ROLLAG
Currently, there is not a setting to remind clients about account setup if they miss the original email. I have to revoke their invoices, delete the customer, add the customer back, and finally create a new invoice just to send the original email to create an account. By then, they have already received a cancellation email which adds confusion on client.
Erin Olson
Merged in a post:
Pre Renewal Email Reminder
Austin Ballard
Hello, most of my invoices will be annually recurring. From what I can see there is no pre-renewal email that goes out ahead of time?
Would love to see this as a feature so that the payment isn't a shock to clients. This is especially important for annual billing here so clients are at least warned and reminded about their upcoming payment.
J
Jon
Another angle on this as I manually send reminder emails to clients when services are renewing (if I remember in time, lol). Maybe an admin email reminder could go out alerting the agency (us) of approaching renewals in case we want to manually reach out to the client for a reminder. And/or a comma comma-separated input field allowing for both the agency and client to get the same or different reminder emails in pre-set intervals (i.e. 2 months out, 1 month out, then 1 week out, etc.) so there's not just a single reminder and then
boom
the client gets billed and potentially irked there was more notification beyond a single reminder email.Austin Ballard
Jon: Agree completely here. It's an important part of the renewal process to give customers notice on an upcoming bill - especially for annual or quarterly payments which aren't as frequent and could be for a higher amount.
E
Erin Olson
Hey Austin Ballard! You’re correct, we don’t have this email at the moment. Thank you for submitting it!