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Follow-up on invoices

A follow-up message can be sent to customers when a payment is overdue. CPA Books helps you identify late payments and allows you to schedule and send the appropriate reminders, using follow-up actions that trigger automatically one or more actions according to the number of overdue days. You can send your follow-ups via different means such as email, post, or SMS.

Configuration

To configure a Follow-Up Action, go to Accounting ‣ Configuration ‣ Follow-up Levels. Several follow-up actions are available by default, and you can customize them any way you want or create new ones to trigger the following actions:

It is also possible to automatically send a reminder by enabling the Auto Execute option, within a specific Follow-Up Action.


Follow-up reports

The overdue invoices you need to follow up on are available in Accounting ‣ Customers ‣ Follow-up Reports. From there, you can identify all the customers that have late unpaid invoices.

When you open a customer, you see all their unpaid invoices (overdue or not). The due dates of the late invoices appear in red. Select the invoices that are not late yet in the Excluded column to exclude them from the reminder you send.

It is up to you to decide how to remind your customer. You can select Print LetterSend By EmailSend By PostSend By SMS. Then, click on Done to view the next follow-up that needs your attention.

Debtor’s trust level

To know whether a customer usually pays late or not, you can set a trust level by marking them as Good DebtorNormal Debtor, or Bad Debtor on their follow-up report. To do so, click on the bullet next to the customer’s name and select a trust level.

Set debtor's trust level

Send reminders in batches

You can send reminder emails in batches from the Follow-up Reports page. To do so, select all the reports you would like to process, click on the Action gear icon, and select Process follow-ups.

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