This feature is a part of Yardbook Premium Package. 

 

Dealing with late payments and sending multiple reminders is a time consuming part of any business. Now, with the Auto-Payment Reminder feature, businesses can create a set of reminder rules ahead of time, and when invoices are unpaid after a period of time, invoice reminders will be automatically sent to your customers. These reminders will follow a pattern defined by you and will stop once a payment has been received from the customer.

Topics in this tutorial:

  1. Enable reminders
  2. Customize Reminders
  3. Preview Reminders
  4. Reminders go live

Enable automatic reminders

To enable the reminders, first navigate to Sitemap, and click on the “Set up Payment Reminders” link.

Screenshot from 2016-06-05 15:12:57

 

 

 

 

Click on the “Enable Auto Reminders” button.

Screenshot from 2016-06-05 15:16:06

 

By default, Yardbook will add 3 types of reminders to your list of reminders. You should customize these reminder rules based on your own workflow. You may also delete them if they are not needed.

Based on these rules, Yardbook will automatically email the reminders to your customers on the dates defined. If your customer has paid the invoice, the reminders will stop automatically.

screencapture-www-yardbook-com-reminder_rules-1465165077882

 

 

 

 

 

 

 

 

 

 

 

Customizing Reminders

For each reminder rule, you can set up several options. 

screencapture-www-yardbook-com-reminder_rules-1465165077882

  1. Number of days before or after the invoice due date.
  2. Subject line for this email reminder
  3. Email body for this email reminder
  4. Within the email body, you can also add placeholder tags such as [customer_name], and [invoice_access_url]. When the reminders are sent out, these tags will automatically be replaced with the relevant values.

Note: The invoice due dates is calculated based on the Invoice Date and the Payment Terms.

Preview/Review Reminders

When you set up auto payment reminders, your customers will receive the reminders generated automatically through Yardbook. Prior to sending out these reminders, Yardbook will send you an email with a link to preview all the reminders for the following week.

This will give you a chance to review the reminders before they go out.

Screenshot from 2016-06-05 15:27:04

 

 

By default, the reminders will be emailed on the scheduled go-live-date.

Screenshot from 2016-06-05 15:29:12

If you decide to cancel a particular reminder, you can click on the “Actions” menu in the Reminder List View, and choose the “Set to Cancelled” option.

Reminders Go-Live

On its scheduled go-live date, Yardbook will send out the reminder automatically. There is nothing you need to do. Your customer will receive an email based on the reminder email you’ve already created.

[screenshot of rule, side by side with email]