InvoiceSherpa

Credit Control

• Chasing Settings

  • Add late payment fee and sync to accounting platform

  • Add late payment fee info

  • Don't chase on weekends

  • Number of schedules (max plan) 

  • Set email days 

  • Set email time 

  • Turn off all chasing types at a customer level

  • Turn off reminders for specific invoices

• Credit memos

  • Reminder of unclaimed credit

• Customer Portal 

• Invoice reminder emails

  • Attach invoices

  • Automatically send reminders

  • Customisable chasing templates

  • Delay/Pause all reminders

  • Don’t chase invoices with an outstanding balance below £X 

  • Manually send reminders

  • Multiple invoices in one email 

  • Text reminders

• Invoice reminder texts

• Payments

  • Payment gateway 

  • Payment plans 

• Pricing and particulars

  • Minimum price particulars

• Reporting and Risk

  • Average days overdue per customer report

• Setup templates and schedules

  • Pre-built schedules

• Statement emails

  • Customisable statement templates

• Thank you emails

  • Customisable thank you templates