In Nookal, you can now set up Invoice Reminders to automatically email Clients or Payers with any outstanding invoices. This makes it easier to follow up on payments, reduce manual chasing, and keep your accounts up to date.
Important!
Clients who do not have the required consent box ticked for Email Reminders in their Profile will not receive a reminder even if their invoice is included in the Campaign.
Before you start...
1. You will need to enable Invoice Automation in the Innovation Hub.
You can access this via Setup > Extensions > Advanced > Nookal's Innovation Hub > Configure.
From there find Invoice Automation in the list of upcoming features > Scroll to the right > Toggle to Enabled.
2. In order to access Invoice Automation, Permissions for Invoice Automation is also required.
Creating Invoice Reminder Campaigns
1. Head to Manage.
2. Click on Invoice Automation under Administration.
3. Clicking on the Invoice Reminders tab.
4. Click on the Create Reminder Button to create a new Invoice Reminder.
5. Add a Title to easily recognise your Campaign and click Next.
6. You can then identify Who the Invoices will send to by selecting individual or multiple Payers, Locations and Providers that the Invoice Reminder will apply to.
When done, click Next.
7. Select When the Invoice Reminder is sent i.e. “Due” or “Overdue” by 1 - 60 of days, and the time.
When done click Next.
8. At Content, create a message to go out with the Invoice using placeholders. When done, click Save.
Managing Invoice Reminder Campaigns
1. Click on the Invoice Reminder Title in the table to Edit the Invoice Reminder Campaign.
2. To Edit, Duplicate, or Make Active / Inactive select an Invoice Reminder and use the options on the right of the page.
3. When an Invoice Reminder is sent to a Client, it will add the Invoice Reminder details to the Invoice and the Clients > Messages section.