"Pay Later" with Invoice Feature-4

Video Transcription

Suppose you have a list of invoices that is unpaid. In my example, earlier Jerry's paid his invoice, but Brad Pitt, let's say, has not. You want the system to be able to remind  the user about the unpaid invoice that they really should be paying. To do that, click on Invoice Configuration. Under Unpaid Invoice Reminder, you can see that you can set up how  often the reminder is sent to the user until the user pays the invoice. In my example, I'm going to just be silly and ask  them to pay one day after it's generated, two days after, and three days after. The idea here is, just as an example, I'm  going to nag the user three days in a row after I created the invoice. Obviously, for you, you probably want to do it, say,  seven days after, maybe 30 days after, and then 60 days after. And then what you probably want to do is you probably want to  have, click on the pencil, and you probably have more and more stern message as the invoice becomes more and more outdated.  In addition, this is being triggered one invoice at a time, so if Brad Pitt happened to have 10 invoices, the system will send out one reminder per unpaid invoice. You could, if you  want, go back to the invoice list, search for all the unpaid, and let's say, pretend I'm going to go all the one that's over  90 days, and then filter. Obviously, I don't have any, but if there is any, you can download as Excel file, then you can email them manually by including all the product they  have purchased. So hopefully, this shows you a little bit of the benefit of using Oasis to track other invoices, because if  the invoice become unpaid for very long, you can automatically email them, you can run a report, and then email them manually,  and if they have a lot of unpaid invoices, you can always deny their request to pay later if they want to take advantage of this feature but never actually pay their invoice. If you  have any additional questions about how this might affect your integrations or how you can tap into your existing workflows, please reach out to support. Thank you.

Video Summary

The video discusses a system to remind users about unpaid invoices. By configuring the settings, reminders can be scheduled at different intervals until payment is made. The example includes sending reminders one, two, and three days after invoice generation. Users can set up stricter reminders for overdue invoices and manage multiple unpaid invoices individually. Options include searching for overdue invoices, exporting a list, and manually emailing reminders with product details. The system helps track and manage invoices efficiently, ensuring timely payments and preventing abuse of payment deferrals. For more information on integrations and workflows, users can contact support.

Meta Tag

Creation Year 2024

Keywords

unpaid invoices

payment reminders

invoice management

overdue invoices

payment tracking