Know who owes you
In Backoffice open Financials, then Who owes you. It lists customers with unpaid invoices, grouped by how late they are. Open a customer to see their statement, which shows the opening balance, the amount due now, the total owed and any credit they hold.
Send a statement
Open the customer's statement.
Choose Send statement.
Step one is to download the PDF. Step two is to open a WhatsApp or email message.
Press send in your own app. The page tells you nothing is sent until you do.
Send reminders automatically
Open Settings, Systems, Communications, Preferences. Under Automatic messaging find Unpaid reminders and choose one.
Manual only. Nothing is sent for you.
Semi-automatic (approve before send). BizPlusX prepares the reminder and you approve it. This is the default.
Automatic (send without approval).
Unpaid spacing sets how many hours to wait between reminders to the same client. The default is 24 hours.
What to expect.
The first reminder goes about 24 hours after an invoice is issued.
Reminders need a phone number on the customer. Without one they are skipped.
The check runs every 15 minutes and sends up to 50 at a time.
You need to have verified your email, or nothing is sent.
The WhatsApp message reads "Hi {name}, invoice #{number} still shows {amount} outstanding", with a link to pay and a link to the PDF. The email subject reads "Reminder, invoice #{number} ({amount} due)" and has a Pay now button.
Send one reminder yourself
In Communications, a Send payment reminder suggestion appears for overdue customers.
On the invoice list, the row menu has Share on WhatsApp and Email invoice. These open a message you can edit. They do not include a link for the customer to pay.
Keep track of late payers
Open Financials, Collections. Each case has a status, a classification, the last action and a next action date. Use Log note, Save case and Mark reviewed to keep a record.
Let customers pay themselves
A customer portal exists on the public site with invoices, receipts, a statement and a pay button, and customers sign in with an email link or code. It needs the customer portal feature to be on. We found no button for an owner to copy a payment link.
If something is wrong
You see: Why: What to do
No reminders go out: Your email is not verified, the customer has no phone, or reminders are set to Manual only: Check each
"Verify your workspace contact before sending messages to customers or external recipients.": Email not verified: Verify your email