Are you planning to add something like a payment reminder? So you can remind clients to pay a bill, keep track of how often you reminded them in billings, etc. ?

Regards, Nader

How would this work for you. Give me a quick run through of how you would be using this, the steps you would take. How you would personally want this to work.

Thanks

At the very least, I'd like to see a way for Billings to quickly show:

* All outstanding invoices
* Invoices with payments overdue

At the moment (unless I'm doing something wrong), I have to have an occasional trawl through each client's account and see what's outstanding and when the money was due.

Can we at least look at that for Billings 3, chaps? I've had a look at Studiometry, which is supposed to do that stuff, but found it pretty impenetrable compared with what I need.

Like the new look, btw...

Aidan,

Isn't the "Unpaid Invoices" report (Under Client)what you're looking for? It lists all outstanding invoices and although it doesn't distinguish between current and past due, it does show the invoice date. All you need to do is figure out what date (15 days ago, 30 days ago, etc.) would make the invoce past due.

Hi Oscar,

thanks for your answer and for giving me the chance to tell my thoughts.

I would create / administrate payment reminders in the following way.

Stuff needed:
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Templates:
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Specific template for payment reminder (basically it's maybe just a title change and some added % / absolute value to the total sum)

Preferences:
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- Flexible Setting (maybe done in the same way as taxes) to configure how much % / absolute value gets added to the total sum in the various reminder steps. I usually have 2 before clients pay
- Setting when you want to get alerted to remind clients to pay.

Workflow:
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Billings 2.5 knows already when a payment was created and in your account status you can see some of the details. Let's say it's two weeks past and you want to send out a reminder (you know that it hasn't been paid looking at the "balance" in the projects list).
You right-click on the Invoice (or on an icon next to add payment, retainer... maybe called "Send Payment Reminder"), a window opens where you can then define the Reminder Step (step 1) therefore see the % or absolute value added to the price. If you are happy with this "preview" (it could look like the invoice preview just with another reminder template selected) you can click "Send" and it goes to the client. In the account status there would be written something like:

Date ... Kind (Reminder!!) ... Method ... etc.

That's it basically.

Nice-to-have:
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Billings 2.5 reminds yourself of bills that haven't been paid.

I feel it is time to get this thread bak to life. A function to easy manage payment reminders is a must.

I like the functions that Nader describe. And I also would like to see the possibility to choose if the original invoice should be attached to the payment reminder.

This is a very important function in a invoice program because if you have big invoices the interest that could be collected from overdued invoices means big money. :-D

Otherwise I realy like the easy use of Billings 2.5! Keep up the great work!


Have a nice day!

- Jon P

And....If you need examples on how a paymentreminder could look, please let me know and I can send a copy from a "bigger" invoiceprogram that has automatic payment remider function.

- Jon P

I think payment reminders would be a fantastic to asset to an already great product. You could also set up a new invoice with the option of adding late payment charges.

The invoice would have a new template with, say, a 'REMINDER' stamp across the invoice.

This message has been edited. Last edited by: James Roberts,

Reminders ar more and more needed these times to get your bills payed. Any kind of making reminder-bills would be great. Now I can reprint the bill and wite REMINDER al over it with a red marker, but that will set me back to the times all billing was done on a typewriter and bookkeeping on paper...

I have read some great ideas about this function but is there any chance to get this function in a next release???

I'd like to second the feature request of Nader, Jon, James and Olof. Today, I wanted to create a payment reminder within Billings and - frankly - I was quite astonished that it's just not possible.

I don't know how things work in the US but here in Switzerland and other European countries it's a legal obligation to send at least one payment reminder before taking legal action if a customer doesn't pay his bill. Therefore it's essential for me that a payment reminder can be created.

I would appreciate it very much, if you were able to include payment reminders into Billings.

Yup, definitely something I've posted as a feature request before. A "carry charge" really seems like a no-brainer.

When sending an invoice, you're presented with an option to set payment terms. I'd love to be able to set a 1.5% carry charge here that would be added to the invoice total when the invoice was past due.