From XU Magazine, 
Online News

Feature Announcement: Automated Payment Reminders

April 9, 2020

It should be easy, right? A customer requests that you do a job. You do the job. You invoice the customer. You get paid. On time. Unfortunately that’s often not the way it works. We know that many trade businesses spend way too much time chasing customers for payment which can really impact cash flow. And waste a lot of time that could be spent doing better things. That’s why we’re introducing automated payment reminders to help Tradify customers get paid faster.
This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
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We’re stoked to release automated payment reminders to all Tradify customers.


How does it work?

Enable the payment reminder setting within your Tradify account to send automated payment reminders for any invoice sent out of Tradify. This means no more manual follow ups. Customise your reminder message to add a personal touch. For example, you might want to include your company values.

Save admin time, get paid faster and let us send automated reminders to your customers:

  • 3 days before invoice due date
  • On invoice due date
  • 3 days after invoice due date
  • 7 days after invoice due date

To stop receiving payment reminders, customers can confirm they have paid with their invoice link containing a messaging space to mark the payment.

Tradify users can also indicate a payment has been made (eg: cash/cheque) in their account, themselves.

See the bigger picture...

Use payment reminders together with our new X-Ray vision feature which allows you to track when your customers receive, view and take action on your quotes and invoices.

Check out this video to learn how to switch payment reminders ON.

Do I need to pay extra to get access to this feature?

No. We like to keep our pricing simple. One price. All features. No volume limits on jobs.

Not yet a Tradify customer?

Join one of our weekly demo webinars to see Tradify in action.

Ready to give Tradify a go?

Start your 14-day FREE trial today.

Access our FREE Billable Rate Calculator & Guide

Unsure what to be charging per hour? Use our Billable Rate Calculator & Guide to help you establish your optimal charge out rate.

Why leave it there?

To find out more about Tradify

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