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Single Reminder Letter for Multiple Invoices

Currently if one customer has several invoices overdue I can only bulk email them by ticking the box and they all go as separate emails without any message. This can come across as rude and unnecessary. So why not change it so you can choose the invoices you need and write a message to go with them - as you would an email. I have to now manually rename each file before attaching it to email.

This is made worse by the bug that when you download an invoice (to attach to your own mail) the file name goes bananas long! And has no ref to inv number. See attached. (it's normal inv name & number when sent from kashflow)
  • Guest
  • Jan 10 2017
IRIS KashFlow / Uncategorised
  • Jul 31, 2018

    Admin response

    Hi Tiina, Thanks for your suggestion. I understand the problem that you are facing. As you suggest, the best way to do this at the moment would be to take the invoices you wish to chase and put them into your own email to send. The automatic reminders will not facilitate this and this isn't something that we are currently looking at altering unfortunately. KashFlow Product Team
  • Attach files
  • James Edmonds commented
    August 13, 2020 09:53

    The biggest benefit of sending multiple reminders is that you can collect interest and compensation on each of the overdue invoices.

    Sending reminders is not rude. Not paying for goods or services is in fact rude.

    Attachments Open full size
  • Guest commented
    January 10, 2017 09:14

    When a customer has more than one overdue invoice then you should be able to send just one e-mail attaching all outstanding rather than having to send multiple e-mails to the same customer with just one attachment.

    Attachments Open full size
  • +29

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