Account Summary Reminder

Overview

This reminder sends a summary of all open invoices—an Account Summary, also known as an open invoice statement—on selected days each month. You can limit the summary to invoices that are due or overdue. Customers without open invoices will not receive an Account Summary.

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 Account Summary Reminder.

Step 5. Give the rule a clear name, such as Account Summary.

Step 6. Select the reminder email template. You can use an English or French template, or create your own under Settings > Email Templates.

Step 7. Set the day or days of the month when the Account Summary should be sent, then select the template for that period.

Step 8. Add additional rule periods if you need a different day or template for part of the month.

Configure the rule settings

Step 9. In Customer, choose whether to send only to customers in a specified list or to all customers except those in that list.

Step 10. In Invoice settings, optionally use a memo field to include invoices whose statement or invoice message contains specific text. To skip invoices, select the applicable date.

Step 11. 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 12. Under Payment terms, choose whether to include all payment terms, exclude all payment terms, or enable and disable individual terms.

Step 13. 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 14. Under Email Settings, choose whether to attach the invoice PDF and any 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 15. 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.