How do I remind customers about unpaid invoices automatically?
In Settings › Automatic messages, turn on Unpaid invoice reminder and pick the days. Late invoices get up to 3 reminders, spaced by those days.
Turn on Unpaid invoice reminder in Settings › Automatic messages. When an invoice is late by the number of days you pick, Alori reminds your customer, then again every that many days, 3 times at most. It stops as soon as the invoice is paid.
Also called: payment reminder, dunning, overdue notice, collections, rappel de paiement, relance de facture, facture en retard
Step 1: Open Automatic messages
Click Settings, then Automatic messages. Only the owner sees this tab.
Click: Settings › Automatic messages
Step 2: Turn on Unpaid invoice reminder
Turn on Unpaid invoice reminder. It saves right away and you see Saved.
Click: Unpaid invoice reminder
Step 3: Pick the days
Under it, set Days. It starts at 7. With 7, the first reminder goes when the invoice is 7 days past its due date, the next 7 days later, and a last one 7 days after that. Type a number from 1 to 60, then click outside the box to save.
Step 4: Choose email, text or both
Under Send by, pick Email, Text or Both. It starts as Email. With Text or Both, you can change the wording. Click Add a field to put in the customer's name, the invoice number or the amount, check the preview, then click Save the text.
Click: Send by › Save the text
Good to know
An invoice is late once its due date passes. Its due date comes from Payment terms (days), lower on the same page. A late invoice turns Overdue on its own.
Paid invoices never get a reminder. Click Mark paid when you get paid another way.
Turning it on never sends a pile of reminders for old invoices. Only invoices whose first reminder day comes after you turned it on count.
Reminders go out only from your published app, between 8 a.m. and 6 p.m. in the Time zone set on this page. Alori checks every hour.
Each email costs 0.01 credit. Texts cost credits too.
Invoice ready is a different message: it goes a minute after an invoice is made.
You can also ask Ask Alori: "Remind late invoices every 10 days."
If it doesn't work
"Texts go out once your number is active, in Alori under Phone system." Your app has no active phone number yet. Pick Email for now.
"That didn't work. Try again." Your change didn't save. Try again in a moment.
A late invoice got no reminder. Check that the customer has an email (or a phone for texts), that your app is published, and that it hasn't had 3 reminders already.