Features within Easy Books such as Final Notice reminders & Saving templates for individual customers

Juliane's Avatar

Juliane

08 Dec, 2014 11:28 AM

Hi,

I am currently running the latest Easy Books on all my devices (Mac app store & Ipad app). I am wanting to find out if there is such feature as being able to send reminder notices/Final notices to customers for unpaid invoices/money owing etc? without having to touch the original invoice created? I can't seem to locate a way within the app.
Also, I've noticed that when I want to change details in a customers profile - ie. title, terms conditions, References - it seems to change it through the whole system, which then I have to re do each time I create a new invoice or estimate. Is there a way to save specific information for individual customers without changing it through every single thing.

Hope this makes sense!

Thank you!

  1. Support Staff 1 Posted by Mathew on 08 Dec, 2014 02:00 PM

    Mathew's Avatar

    Hi Juliane,

    I think I would suggest using Customer Statements as a reminder. You create these in the same way as you would reconcile your bank statements.

    Suppose you have a customer with some invoices and (hopefully) some payments made. The customer has paid you late in the past or you noticed from the Aged Debt report that they are overdue. Create a new statement (dated today) from the Statements screen. Move all the sales and payments received onto the statement and send the statement to them. This should show them the invoices you've produced and the payments you've entered as having been made. The outstanding balance is shown at the bottom.

    When you change customer account information this will be used whenever a PDF is generated in Easy Books. You can set customer-specific terms which override the standard payment terms (or standard estimate terms) from the customer account detail screen,

    All the best,
    Mathew

  2. Mathew closed this discussion on 15 Dec, 2014 12:42 PM.

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