Do you sometimes have multiple invoices for a same client? Do you need to send late payment reminders but you want to avoid sending one email for each invoice because it is time consuming, and a bad experience for your client?
Good news : We think of you and developed Grouped Follow-up and Recurring Automation.
1/ Use grouped follow-up to send one single reminder for all the invoices of a same client
To do this, you'll need a dedicated group follow-up template. If you don't have one, it's easy to create one. Here's how to do it:
Move your mouse over the Follow-ups tab, then click on Email Template
Click on the Create new template button and name it
Then click on Grouped Follow-up as follow up Type
Once your template has been created, you can go to the Client Invoices tab, select several invoices from the same customer and click on Send Follow-up
From now on, you can send a single reminder e-mail for all invoices from this customer. The e-mail will include a summary table of all the invoices of the client, and it will attach all the PDF documents.
2/ Use a Recurring Automation to automate reminder to your clients when they have multiple invoices
Invoice reminder automation can be very useful for you, not only to avoid manual sending, but also to avoid sending single reminders that could spam your customer.
First of all, you need to have created a grouped follow-up e-mail template, as described above.
Once your reminder template has been created, you'll need to create a recurring reminder. To do this :
From the Follow-ups tab, click on Follow-up plan
Then click on Create a new plan, and select Recap
After, you can define:
Periodicity (Every month, every X week(s)...)
Next Follow-up date which is the start date and defines when the first and the rest will be sent
Recipient
Scope to decide if it should only include late invoices, or also include the not due invoices in the summary
Credit notes to decide whether or not to include them in the summary
Template to use
Finally, you must associate your customers with this automatic dunning system:
From the Clients tab, select the customer(s),
Click on + Assign follow up plans, then on Recap
Select the automation you've created
🎉Congrats, you've finished setting up your grouped reminders! The customers you've registered won't receive a reminder for each invoice, but they will receive a comprehensive summary of all invoices opened on a periodic and recurring basis.
💡 Good to know: If you have any questions, don't hesitate to contact us on the chat, we'll be happy to help! 😉