Automatically send an email when an invoice is overdue.

Overview

Use Invoice Rover to automatically send a reminder email after an invoice becomes overdue. The reminder can be sent to selected customers or to all customers except those on a specified list.

Create the rule

Step 1. Sign in to Benji Pays.

Step 2. Go to Settings, then select Invoice Rover.

Step 3. Select New Rule.

Step 4. For the reminder type, select Invoice Due Reminder.

Step 5. For the rule condition, select Overdue.

Step 6. Give the rule a clear name, such as Overdue Invoice.

Step 7. Select the reminder email template. You can use an English or French template, or create your own under Settings > Email Templates.

Step 8. Set the rule day to the number of days after the invoice becomes overdue when you want the reminder sent. For example, set the rule day to 3 to send the reminder three days after the due date. Select the template to use.

Step 9. Add additional rule days if you need reminders at different overdue intervals or want to use different templates.

Configure the rule settings

Step 10. In Customer, choose whether to send only to customers in the specified list or to all customers except those in the list.

Step 11. In Invoice settings, optionally enable the memo-field option. Invoices can be included when the statement or invoice message contains the text you enter, such as Include or Skip.

Benji Pays searches the entire memo field. Use text or special characters that would not normally appear in your memos. To skip an invoice, select the applicable date.

Step 12. Use Skip invoices with created date prior to to exclude invoices generated before a date you choose. Leave the date blank to keep this setting disabled.

Step 13. Under Payment terms, choose whether to include all payment terms, exclude all payment terms, or enable and disable individual terms. Invoices with a disabled payment term are skipped.

Step 14. Choose the Auto Pay status that an invoice must match. Enabled sends only when Auto Pay is enabled; Disabled sends only when it is disabled.

Step 15. Under Email Settings, choose whether to attach the invoice PDF and QuickBooks attachments marked Attach to email. You can also add CC or BCC recipients by entering each address and pressing Enter.

Finish and manage the rule

Step 16. Confirm that the rule is enabled, then select Save Changes.

After saving, return to Invoice Rover Settings and turn on Enable Reminders to activate your reminders.

Use the rule’s Actions controls to enable or disable it, edit it, duplicate it, or delete it.

Check which rules apply to a customer

In Customer Rules Look Up, select a customer and choose Look Up to see which reminder rules will be processed for that customer.