How do I send late payment notifications?
Even the most reliable clients can sometimes forget about the occasional Invoice. Setting up late Invoice reminders in your My-dox system lets you gently (or harshly!) remind them about unpaid Invoices without lifting a finger.
- In your My-dox account, click on your Settings link at the top-right of the screen.
- In the sub-navigation, click on the Notification email templates.
- Click on the overdue payment reminder partner.
- You can configure to your own notification email templates or choose from the predefined or saved (if any)
- Don’t forget to click Save when you’re done.
How can I send late Invoice notifications immediately?
You can send a note to your client by editing the Invoice under the Invoices tab, then click on Send , you can then add the created from you template with the reminder for late payment.
How can I change late invoice notifications per client?
To not send late payment notifications or assign late payment fees to a Client, simply follow these steps:
- Click the Users tab
- Select the Client you wish to not send notifications to
- Click edit
- Under their Details for contact about questions withe sended invoices, uncheck what you want in the boxes
- Click Save