How To Exclude Customers from Overdue Email Reminders

Last Updated: July 02, 2024 15:13

Introduction

This guide explains how to exclude specific companies, individual members, and team members from receiving overdue email reminders.

Prerequisites

The We'll send overdue reminders setting must be enabled in Settings/Billing Settings/Billing Rules.

overdue rems.png

The Billing to member setting must be enabled in Settings/Billing Settings/Billing Rules if you want to control the overdue email reminders per team member.

Step-by-Step Instructions

How To Exclude Companies and Individual Members from Overdue Reminders

1. Navigate to Community and open the profile page of a customer or an individual member

2. On the left-hand side of the screen, scroll down to the Billing Details section.

3. Locate the SEND OVERDUE REMINDERS option. By default, this option is set to Enabled.

4. Toggle the SEND OVERDUE REMINDERS option to Disabled to exclude the customer or member from receiving overdue email reminders.

How To Exclude Company Members from Overdue Reminders

1. Navigate to Community and open the profile page of a customer or an individual member

2. On the left-hand side of the screen, scroll down to the Billing Details section.

3. Locate the SEND OVERDUE REMINDERS option. By default, this option is set to Enabled.

4. Toggle the SEND OVERDUE REMINDERS option to Disabled to exclude the customer or member from receiving overdue email reminders.

FAQ

Q: Can I re-enable overdue reminders later? A: Yes, you can re-enable overdue reminders at any time by toggling the SEND OVERDUE REMINDERS option back to Enabled.

Q: Will these changes affect my entire organization? A: No, these changes will only affect the specific companies, individual members, or team members for whom you disable the reminders.

Q: What happens if I don't see the SEND OVERDUE REMINDERS option? A: Ensure that the "We'll send overdue reminders" setting is enabled in your global Billing Settings or if you’re trying to disable overdue email reminders for team members with personal invoices, make sure that the Bill to member option is also enabled, in the global Billing Settings.