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Reminders for sales renewals

It would be good to have a tick box added to the sales section so that we could tick a the sales invoice then select a date for a reminder to either be emailed or an alert triggered.
  • Guest
  • Jan 10 2017
  • Acknowledged
  • Jan 10, 2017

    Admin response

    Hi Ryan, Thanks for getting in touch. Are you referring to a reminder for your business or to be sent to the customer? Many thanks
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  • Guest commented
    10 Jan, 2017 09:19am

    As a reminder for the business but ultimately for an email to be sent to the customer. Similar to overdue invoice reminders except they would instead be used to, for example, remind the customer their annual service is due, or warranty period is about to expire, or to ask them for service (product) feedback after a given time. Just as there are a few different unpaid invoice reminder letters (1st letter, 2nd letter etc), there could be a few different 'follow-up reminder' letters which could be used for different things.

  • +4