As is true with all businesses, occasionally clients just don't pay their
bills and for some it may be a little too occasionally. For those circumstances,
you can setup a late notice to automate the collection notice process. Here's
how it works:
- You set up the late notice campaign by specifying who you want to receive
it, how often, and under what conditions.
- As the date of delivery for a late notice approaches, you're sent a
confirmation notice indicating what will be sent to your client. This notice
is always sent 3 days prior to the delivery of your late notice so that you
can verify that you want to send it and disable that notice if you so choose.
If you add someone to the late notice campaign less than 3 days prior
to the time they would receive their first notice, the late notice is not
sent until a full 3 days have passed. This gives you the full 3 days to
confirm that you still want to send the notice prior to its
delivery.
- If you don't decide to interrupt the late notice, after 3 days, the late
payment notice is delivered to your client with the latest statement of the
account. Since the statement of the account is generated by summarizing the
current payment and invoice activity, you must ensure that you keep accurate
accounting records for this feature to work correctly.
To access your Late Payment Notices, enter the Accounting
section in the upper right and click Late Notices in the
toolbar across the top.