Method:Classic General Q&A

Re: Setting up email reminders

Method_Jason — Wed, 29 May 2013 14:00:14 GMT

That's great Mark!

Justin, you can use the List Builder to send out mass overdue balance emails. Here is an article in our Help Center about the List Builder. In these emails, you cannot include an attachment of their invoice(s), but you can include a link to the Contacts portal where the recipient can log in and view their invoices, view their balance, and even pay if you have a Payment Gateway set up.

- Jason

Re: Setting up email reminders

LaCrews — Tue, 28 May 2013 23:39:37 GMT

Hi Justin

We've had several clients request this feature and have been working on a solution. Currently it's working in our labs and we should have a working app by the end of the summer.

Re: Setting up email reminders

mrjmdb — Tue, 28 May 2013 22:42:29 GMT

Thanks for getting back to me.

Can the Overdue balance reminder template include a statement or overdue invoices as attachements.?

Can you send it to a batch i.e. everyone with overdue balances with one click?

Thanks

Justin

Setting up email reminders

Method_Jason — Tue, 28 May 2013 14:51:16 GMT

A user sent us this email -

Hi - I want reminder emails sent automatically when invoices become overdue. Can Method do this? Thanks, Justin

Hi Justin,

Unfortunately at this time there is no way to send out emails automatically. This is a feature we are considering for future versions of Method. Currently, you can send out an email with the Overdue balance reminder template, but this must be done with an event (e.g. by clicking a button in Method). If this is something you are interested in customizing yourself feel free to post back here and I can give you a few tips! Alternatively, I can put you in touch with a paid in-house consultant, or you can look into our Method Solution Providers. Hope this helps.

- Jason