Hi

I'm still looking into moving from Studiometry to Billings and I can't see anyway to send an invoice overdue reminder to a client or a statement of account.

Is there anyway to do this?

Thanks

Hi Leanda, I needed statements and came up with a workaround. It's not elegant but it works for me. If you're interested search:

CONTRACTORS - Deposits, Progress Invoices & Statements

Phil

Hi Leanda,

I did not understand your question. Are you looking to send a 2nd invoice with an overdue tag to the client or are you looking to send the client an overdue invoice reminder (ie. a simple email reminder or notification)?
Were you looking for something like this in terms of the overdue invoice reminder?

"Dear Mr. Smith,

Our records indicate that your last invoice (Invoice #2354) with a total of $561.98 was not paid by the due date of August 10, 2007. Please make a payment as soon as possible.

Thanking you,
Your Name Here"

Hi Sean,

It is fairly standard practice to send a statement of account to each client each month. It states each invoice that was issued for that time period (eg 1 calendar month, from 20th to the 20th), payments received and summarises any unpaid invoices from previous months.

This should be able to be created independently of any invoice numbers. Statement of Accounts should be able to be created for each client individually and we should be able to state what the statement period is for e.g. 20 August - 20 September.


This is one of the most glaring omissions from Billings.
Thx
Andi

I've been waiting for this feature a long time . . .

If it wasn't for the fact I just love some features of Billing and won't go back to PC's and Intuit I'd have given up on this app. I sometimes wonder if the programmers have any real world billing experience.

Earlier in the month I asked for a cost to customize Billings for our particular needs but have not heard back.......it's incredibly frustrating double checking everything and mucking around with workarounds to solve standard issues. I'd rather run my business.

Never the less I'm determined to stick with it. The app has so much potential. C'mon Marketcircle shake a leg !
Why not start a forum section for product improvement suggestions. Seems many of us here want to help improve the app.

Cheers
Phil

When I returned to the Topic List it appears that MC have been shaking a leg. Bravo

quote:

Are you looking to send a 2nd invoice with an overdue tag to the client or are you looking to send the client an overdue invoice reminder (ie. a simple email reminder or notification)?

I would really like to have both. The reminder function would be nice to have with clients that are trusteda and reliable, the full 2nd overdue invoice with a late fee and interest applied would be nice to have for the occasions when less reliable clients doesn't pay

Hello all,

Hopefully this may help you.

http://forums.marketcircle.com/eve/forums/a/tpc/f/3791056583/m/1601051355

Regards

Costa

Leanda,

Billings 3 adds both of the features you are asking for: invoices can show the previous balance, and you can make a statement of account for a client.

Try it out and I hope that will help.

Looks Brilliant so far ! Was worth the wait. Thanks MC