Payment reminder rules for certain customers.
Some customers get a 2 week grace period to pay me, but that doesn't mean I want the due date on their invoice to show Net 15. It's due on receipt.
Solution 1: can I set "expected payment date" at the customer level, not at the invoice level. All invoices made for Customer SMITH will default to 15 days expected payment date. Then I can control the reminders based on the expected payment date. Setting this payment date for every single invoice isn't feasible
Solution 2: Be able to assign auto reminders at the customer level. Customer SMITH gets reminder 1, Customer BROWN gets reminder 2. So that it flexes with the different relationships I have with the customers.
Gina Leserra
shared this idea
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Ronald Tscherepanow commented
In general, multiple sets/groups of reminders, filtered by customers, to consider different languages, schedules, sender addresses are mandatory. Currently, the reminder feature is really senseless and not usable in a multi language, multi brand environment,
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Dave commented
This is ideal for me too. I don't want to stop all reminders for those customers that need slightly more time to pay. I also don't want to tweak their terms to net45.