The rule period in Benji Pays is a setting that determines when specific actions, such as sending reminders, will occur in relation to the invoice due date. This feature allows you to automate the process of sending reminders to your customers about upcoming or overdue invoices. Here’s a detailed breakdown of how it works:
1. What is a Rule Period?
- The rule period specifies the number of days before or after the invoice due date when the rule (such as sending a reminder) will be triggered.
- It helps in automating the communication process with your customers regarding their invoices.
2. Setting Up a Rule Period:
- When you set a rule period, you define how many days before or after the due date the action should take place.
- For example, if you set a rule period of 7 days for an overdue reminder, this means the reminder will be sent 7 days after the invoice is due.
3. Example Scenarios:
- Overdue Reminder: If an invoice is due on the 1st of the month and you set a rule period of 7 days, the reminder will be sent on the 8th of the month.
- Coming Due Payment Reminder: If you want to remind customers of an upcoming due date, you can set a rule period of 3 days. This means the reminder will be sent 3 days before the invoice is due.
4. Frequency of Reminders:
- Each rule period will send the reminder only once.
- If you wish to send multiple reminders, you need to set up additional rule periods. For example, you could set reminders at 7 days, 14 days, and 21 days after the due date to keep reminding the customer about the overdue payment therefore increasing the likelihood of timely payments.
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