Open Invoices - Email Notifications

Open Invoices Notification

The Open Invoices feature in FlexPoint is designed to help your clients stay on top of open invoices and encourage payments.

This feature sends an email notification directly to your clients, reminding them of their open (posted & past due) invoices and includes an Open Invoices statement for further clarity.

Key Benefits

• Improved Payment Collection: The automated email notification helps encourage timely payments.
• Clear Communication: The Open Invoices statement ensures that your clients have all the necessary information regarding their unpaid invoices, minimizing confusion.
• Time-Saving Automation: The system handles the task of notifying clients about unpaid invoices, allowing you to focus on more strategic activities.

Open Invoices Statement Example

Email Cadence

• Global Setting: The open invoices email cadence is set globally for all your customers. Once you turn on the global notification, the email reminders will automatically be sent at regular intervals.
• Automated Process: After the cadence is activated, clients will receive regular email notifications based on the set schedule, ensuring consistent follow-up on unpaid invoices.

There are two different options available: Every Number of Days or A Specific Day of the Month

Every Number of Days

This will automatically send the open invoices statement every number of days starting on a specific date of your choice. For example, the statement will send every 30 days starting on 8/15.

Specific Day of the Month

This will automatically send the open invoices statement on a specific day of the month. For example, the statement will send on the 15th of the month starting 8/15.

Frequently Asked Questions

If I turn on the open invoices global notification, what will happen?▶

The open invoices email notifications will begin sending within ~1 hour to clients that have open invoices.

I have a client that I don't want to receive this type of notification. What do I do?▶

You can disable the notification at the customer level. Click here to learn more!

How do I change the open invoice email template?▶

Click here to learn how to customize automated email templates.

Can I manually trigger an open invoice email?▶

Yes, you can do so for any specific customer. Click here to learn more!

What’s attached to the email? Is this something that I can review?▶

The open invoices statement is attached. Click here to learn how to access this!

Where can I learn more about FlexPoint email notifications?▶

Click here to learn more about all things email notifications!