Problem
Customers need reminders for their unpaid invoices. If you have Marketing Pro, you can build campaigns to automatically send reminders for outstanding balances to customers. If you don't have Marketing Pro, you can use AR Management to manually follow up with customers who have outstanding balances.
Solution
If you have Marketing Pro, you can build campaigns to automatically send reminders for outstanding balances to customers.
If you don't have Marketing Pro, you can use AR management or the Invoices module to follow up with customers manually.
View customers with outstanding balances in AR Management
Go to the navigation bar and click Accounting.
In the side menu, click AR Management. A table displays a list of customers with outstanding balances.
Use the filters to view specific statements.
When you're finished selecting filters, click Apply.
Click Filter on each column heading to filter by specific details. For example, set Balance from $0.00 to $100 to only see customers with an outstanding balance of $100 or less.
A list of customers with outstanding balances that meet your selected criteria will be displayed. You can use this list to follow up with these customers in the way that best suits your business.
For example, you can call them, email them a copy of their statement, or print and mail a copy of their statement. You can even email or print statements in bulk from AR Management to save time. For more, see Send customer statements.
View customers with outstanding balances in AR Management
On the navigation bar, click Accounting
.In the side panel, click Invoices.
On the Invoices screen that opens, click the Invoice Aging tab.
On the invoice aging bar that appears, select an aging bucket to show outstanding invoices that fall in that category.
Select the invoices you want to email.
Click Actions > Email Invoices.
On the Email Invoices screen, enter the Sender's Name and Sender's Email.
Review the subject and body of the email and make edits if necessary.
When finished, click Send.