Sales
Email a payment notice for a sent invoice that still has an outstanding amount. Choose a first reminder, a second reminder, or a final notice. Invoice reminders are included on Pro and Max.
You send each notice. Naqood records it on the invoice and can suggest the next one after the due date.
Open a sent invoice that is unpaid or partly paid and still has an outstanding amount, then choose Send Notice. From the invoice list, the same action is Send Payment Notice.
You pick the notice type and the email addresses. You can send the notice to up to three addresses. If the customer contact already has an email address, that address is filled in. You can preview the subject and the message before you send.
Notices use the same email sending limit as invoices .
Each send uses one type. The wording gets firmer as you move from the first reminder to the final notice. Sending one type does not send the later types for you.
A polite follow-up after the due date. The email title is Payment Reminder. The subject is "Payment reminder for invoice", with the invoice number and your organization name. The message says the amount was due and asks the customer to arrange payment.
A firmer follow-up when the first reminder did not result in payment. The email title is Second Payment Reminder. The subject starts with "Second payment reminder for invoice". The message says the earlier reminder has not been paid and asks the customer to settle the invoice immediately.
The last notice in the sequence. The email title is Final Notice. The subject starts with "Final notice regarding invoice". The message says that if payment is not received within 7 days, your business will proceed with formal legal action. Naqood does not start that action for you.
The email is sent from Naqood Accounting Software. It includes the notice title, the message for the type you chose, and an invoice summary with the invoice number, due date, and outstanding amount.
Two PDFs are attached: a notice PDF and the original invoice PDF. The notice PDF repeats the message and shows the customer details, invoice number, due date, and outstanding amount. The email also says the original invoice is attached.
The outstanding amount is the unpaid balance. If the invoice is in a different currency from your organization, the notice uses that invoice currency.
For a sent invoice that is unpaid or partly paid and past its due date, the assistant can show a task titled "Send a payment notice". Opening it shows the invoice, the amount still outstanding, the customer email, and where you are in the sequence. Review and send opens the same email dialog, with that next type already selected. Later leaves the task for another time. The assistant does not send the email by itself.
Those dates apply to the suggestion only. From the invoice, you can send any of the three types as soon as the invoice is sent and still has an outstanding amount.
After a notice is sent, the invoice shows a Payment notices list. Each row has the type (First reminder, Second reminder, or Final notice), the email addresses it was sent to, and the date and time it was sent.
Invoice reminders are included on Pro and Max. Compare plans on the pricing page. To collect payment online, add a payment link on the invoice. For the rest of invoicing, see invoicing and sales .
FAQ
Invoice reminders are included on Pro and Max. See the plan comparison on the pricing page.
No. You send each notice by email. The assistant can ask you to review and send the next notice for an overdue invoice. It does not send the email for you. You can send it then, or choose Later.
The invoice must already be sent, and it must be unpaid or partly paid with an outstanding amount. Your organization must be approved, and you need permission to manage invoices.
First reminder is a polite follow-up. Second reminder is a firmer follow-up when the first did not result in payment. Final notice tells the customer that if payment is not received within 7 days, your business will proceed with formal legal action.
Only for a sent invoice that is unpaid or partly paid and past its due date. A first reminder is suggested from the day after the due date, if none has been sent. A second reminder is suggested 7 days after the first reminder was sent. A final notice is suggested 7 days after the second reminder was sent. After a final notice is on record, the assistant does not suggest another notice for that invoice. You can still send a notice from the invoice before those dates, as long as the invoice is sent and still has an outstanding amount.
An email from Naqood Accounting Software. The subject names the notice type, the invoice number, and your organization. The message states the outstanding amount and the due date. The email also lists the invoice number, due date, and outstanding amount, and attaches a notice PDF and the original invoice PDF.
Yes. The invoice keeps a Payment notices list with the type, the email addresses, and the date and time each notice was sent.
Naqood