Skip to Content
Menu
This question has been flagged
2339 Views

We would like a solution that to send a payment reminder on all outstanding invoices and at the same time reset the follow-up. 

We have tried using Follow-up reports -> select all customer -> Action -> process automatic follow-ups but this has shown to record that a reminder was sent out in the chatter.

We have also tried sending an email to all customers using Follow-up reports -> select all customer -> Action -> Send Email using the payment reminder template but this does not include the invoices that are overdue. 

We would like a solution that includes the outstanding invoices and restarts the follow-up process/levels without having to change this on each customer individually.

Avatar
Discard
Related Posts Replies Views Activity
0
Feb 24
1394
0
Apr 24
1158
1
May 25
2432
1
Apr 25
3449
1
Apr 25
4268