We would like to configure notification emails to be sent to our customers for invoices that have not paid and are overdue by 1 day, 16 days, and 30 days.
We noticed that there is a “Date Modifier” field with a dropdown ranging from 1 to 30 days. However, according to the Help Documentation, this field is not used for this type of notification.
Could you kindly guide us on how to correctly set up these notifications to ensure our customers are alerted at the specified intervals?
Thank you for your continued support.
Regards,
Mahtab
Currently we do not offer automated past due notifications based on the Invoice Due Date but we will put that down as a suggestion for a future release.
Currently the best way to keep your customers informed of their AR is to send out the customer statement notification and use the modifier to determine how often they receive it.
Please let us know if you have any further questions!
I would appreciate your guidance on the following questions:
We’ve noticed that the format of the attached invoice in the notification email differs from the one we originally sent to the customer at the time of shipment. Could you please advise if these are two separate documents in Cetec and where we can locate this attached document within Cetec?
Currently, the email greeting is set to “Please see attachment.” Is there a way for us to customize this greeting with our own message?
We look forward to your advice and appreciate your continued support.
Hello Cesar,
yes, this is the one in the email PDF, thanks for your help.
I noticed that the downloaded PDF version of the invoice displays the message “Thank you for your business.” Do you happen to know where we can update or customize that message?
“Thank you for your business” text shows for regular Invoice and Credit Memo. I assume you’d like to change it in both cases. This is how the Custom Document looks (we made changes to it, so, yours might look a little bit different):
