Billing Alerts in InvoiceXpress

InvoiceXpress has introduced a new version of Billing Alerts, making the process simpler and more efficient so you can remind your customers of pending payments.

What are Billing Alerts?

A Billing Alert is a reminder sent via email to your customers, requesting payment for outstanding invoices. In InvoiceXpress, you can configure these alerts according to your preferences. Billing Alerts help maintain better financial management and reduce customer delinquency.

How to Set Up Billing Alerts?

To configure alerts, follow these steps:

1. Go to "Account Preferences" in the main menu.

2. Select the "Billing Alerts" option.

   
   

   

   Define which customers will receive alerts:

   • All customers by default.

   • Specific customers with outstanding invoices.

     
     

     

     Choose the condition for sending the alert:

   • Whenever there is an overdue balance (When there are expired documents).

   • Whenever there is an open balance (When there are open documents).

     
     

     

     Set the alert frequency:

   • Weekly, Biweekly, or Monthly.

   • Choose the day of the week and the time of day (morning or afternoon).

     
     

     

     Customize the alert email:

   • Edit the email template with the information you want to send to the customer.

   • Use dynamic variables to include personalized information about customers.

     
     

     

   • View a preview of the email the customer will receive.

     
     

     

3. Save the changes, and the alert will be ready to be sent automatically.

   
   

   

Frequently Asked Questions

Can I continue using the old version of billing alerts?

InvoiceXpress users can use the first version of billing alerts (the previously existing version) until March 31. After switching to the new billing alerts, it is not possible to revert to the previously configured alerts.

Do I need to reconfigure alerts when switching to the new version?

Yes. If you previously used billing alerts in the old version, when switching to the new model, you will need to reconfigure alerts for each customer (individually or by default). This is because the alert system’s logic has changed, and new fields have been added to the settings, preventing automatic correspondence between the old and new models.

How does the customer receive the alert?

The customer will receive an email with information about the outstanding balance and a link to access the list of open invoices.

How can I disable Billing Alerts?

If you do not wish to send alerts to a specific customer or all customers, simply select the "Do not send" option.

Do "By default" settings affect individual customer configurations?

No. If an alert is already defined for a specific customer, that configuration will take precedence. The "By default" settings only apply to customers who do not have a specific configuration.