Accounting: Customers + Vendors: Customers: Follow-up Levels

Process

To get started, navigate to the Accounting app.

Click on Configuration > Invoicing > Follow-up Levels.  This brings us to the following page which shows us the pre-set Follow-up Report levels. From here, you can configure each level by checking the corresponding boxes, or, select and click the level you would like to edit by clicking on the name of the level. 

Create A Follow-Up Level

Click NEW. 

Description: Name your Follow-up Level

After ____ days after due date: Number of days past due you would like your actions to occur.

Actions:

• Send an Email: When processed, this will send a message to the customer's email address on file.

• Send an SMS Message: When processed, this will send an SMS text message to the customer's phone number on file. 

• Send a Letter: When processed, this will send a physical letter to the customer's address on file. 

Content Template: Here you can select or create and edit a template that will contain the message sent to the customer for this follow-up level. Different follow-up levels can each use their own dedicated template, or you can edit the message of a single template prior to sending to the customer.

Options:

• Automatic: Selecting this will remove the Actions for Print a Letter and Manual Action. Selecting this option will trigger the Action type based on the number of days overdue you input in that field. 

• Attach Invoices: Selecting this option will attach a PDF of all open invoices with your follow-up notice unless the invoice has not previously been provided to the customers. 

On the Activity tab, you can select to Schedule an Activity associated with this Follow-Up level.