Invoice reminders email vs reminder statement

Eric Murphy

Hi Reckon team

I've watched your video on invoice reminders in Reckon one but am confused on what criteria needs to be satisfied for a reminder statement to be sent vs a reminder email?

The video mentions that it requires 5 unpaid invoices on a given day, does that mean all of those invoices need to be due on the same day?

Reeta

Hi @Eric Murphy ,

Reminders are sent for invoices that have not been marked as paid in Reckon One. If there is often a delay between your invoices being paid and you marking them as paid in Reckon One, try to check for this delay when setting your reminders to reduce the risk of reminders being sent for invoices that have already been paid.

Hope this helps.

Regards,

Reeta

Eric Murphy

Hi Reeta

Thanks for your reply but I'm afraid you haven't answered my main question. I understand factoring in any delays between a payment.

What I'm looking to understand is the criteria a reminder statement will be sent under.

Reeta

@Eric Murphy ,

I also want to add:

A customer doesn't need five unpaid invoices for a given day to send a reminder. If there is even a single invoice that meets the criteria, then if the reminder is on, the customer will receive a reminder email. If a customer has five or more unpaid invoices that meet the criteria for a single invoice reminder on a given day, a single reminder email will be sent with a link to a customer statement instead. I hope I have explained it more clearly here.

If you have any further queries please let me know.

Regards,

Reeta

Rav

Hi @Eric Murphy

Just to add some clarification here, a reminder statement will be sent if a customer has 5 or more unpaid invoices due at the same time ie. the same due date.

This is to avoid your customer being overwhelmed with separate invoice reminder emails and instead they'll just receive the one reminder statement.

Its probably unlikely that you'll find yourself, or a customer, in this specific situation (hopefully anyway!) but if you do have 5 or more unpaid invoices all landing on the same due date, then a reminder statement will be triggered rather than 5 individual reminder emails.

Eric Murphy

Thanks for the clear explanation Rav. That makes sense now with your information. Yes agreed, hope we don't have a customer in this situation.

Thanks