This article provides guidance on automating overdue invoice reminder emails in HirePOS. While the platform offers a dedicated Overdue Reminders screen for sending reminders manually, automating this process can enhance efficiency. However, it is essential to maintain accurate and up-to-date records to avoid potential issues with customer communication.

HirePOS features a dedicated Overdue Reminders screen that allows users to send reminder emails to customers with overdue invoices. This functionality can be accessed through the following path: Payments > Payments Outstanding > Send Overdue Reminders (tab).

Before proceeding with the automation of overdue reminder emails, it is crucial to consider the implications of this approach. Automating these emails can lead to complications if your data is not consistently updated. For instance, if a customer pays their invoice on time but you fail to record this payment before the automated email is sent, it may result in unnecessary confusion and could potentially damage your relationship with the customer.

If you decide to automate overdue reminder emails instead of manually reviewing and sending them in bulk via the dedicated screen in HirePOS, you have two primary options:

• Export the records to your accounting system (such as MYOB or Xero) and utilize the automation tools available within that system to manage the reminders.

• Utilize the CRM > Auto-Followups feature in HirePOS to send an email for "Outstanding Invoices" a specified number of days after the "Date Due."

By carefully considering these options and maintaining accurate records, you can effectively manage overdue invoice reminders while minimizing the risk of miscommunication with your customers.