Invoice reminders sent for an unsent invoice

System
System Member Posts: 252 Moderator Moderator
in Reckon One
This discussion was created from comments split from: Reckon One update! ✨ Automated invoice reminders are here!.

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  • sceulen
    sceulen Member Posts: 2 Novice Member Novice Member

    I thought this was such a great feature but found out it sent an invoice that wasn’t supposed to be sent yet! (We do a lot of big jobs so I do the invoices as the work comes in so I have a lot of progressive invoices) But I found out today it sent an unfinished invoice to a customer as payment was due today. I think it would be great if the reminders weren’t sent out on invoices that hadn’t been manually sent yet. I would love to be able to use this feature again. I’m not sure if there’s something I’ve missed that stops this or not?

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,645 Reckon Community Manager Community Manager

    Hi @sceulen

    I've split your post off just so I can get a little bit more info on this. You've mentioned the invoice was unfinished and not sent, I'm assuming the due date for the invoice was set while you were progressively still working on it, is that correct?

    When the time comes to send the invoice, do you extend the due date or is it due on send?

  • sceulen
    sceulen Member Posts: 2 Novice Member Novice Member
    https://community.reckon.com/discussion/comment/20653033#Comment_20653033

    Yes that’s correct. When I send an invoice I do change the due date as we have 7 day payment terms.

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,645 Reckon Community Manager Community Manager

    Right ok thanks for confirming.

    If you're frequently creating invoices this way, then I'd suggest selectively switching off reminders just for that invoice(s) from the invoice list.

    Turn off Invoice Remunders for invoice.gif

    There's more detailed info on this here.

    Once you've finished the invoice, set the new due date and sent it you can then enable reminders on those invoices by turning them back on for the specific invoice(s).

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