How can additional reminders be sent to clients for a deposit invoice?
Clients are required to settle the deposit invoice before the commencement of the event. Failure to make the deposit payment within the specified timeline will result in the event not being processed further by the agency.
To address this, a reminder message will be prominently displayed at the top of the invoice email sent to clients. The same reminder will also appear on the invoice PDF.
This reminder message will be shown only for invoices categorized as Partial.
Set up the Warning Message
In order to set the warning message, go to System settings → Finance → Invoices
The text area labelled Partial invoice warning message can be modified by the agencies as per their needs. By default, this is empty. This message will be shown to the clients for partial invoices.
How It Works
Below we have an invoice where the invoice type is Partial, and the associated contact/ client is Derek.
Open the detail page for this invoice. Click on the hamburger icon and select “Send Invoice” option from the list. This action will immediately send an email to the contact with a copy of the invoice.
In this section, any attachments can be linked with the email if required else click on continue.
Invoice is sent successfully to the client.
Here is a copy of the received email. The warning message is shown on top in red color.
The message is also displayed in the pdf copy of the invoice
