In hibooks, you can activate the Credit Control Box in an invoice. You can also access Credit Control from the System Settings. This feature allows you to send reminders to your clients and custom the settings. Learn also how to set up a Recurring Invoice and how to manage Invoices.
How do I set up the Credit Control settings ?
Whether you are creating a new invoice or editing an existing one :
Click on Manage to access the settings of the credit control.
You can save as a draft if you are in the middle of creating the new invoice.
Check the settings and modify them depending on your needs. Once you enable credit control, you can then choose additionally to enable it to all new contacts or all existing contacts or both rather than just enable it each time you create an invoice.
You can add a reminder by clicking on Add Reminder.
General Settings
Reminder Name : give a name to help you identify the reminder.
Email Template : select your email template. Depending on the template you choose the subject and the message will change.
Is Active : if you tick this tickbox then you will make this new reminder active and to become the main Invoice Reminder.
Schedule
Number of Days : the number of days the reminder will be sent before or after the due date depending on what you choose.
Before/After : select if you want the reminder to occur before or after the due date.
At : select the time of day of the reminder.
And Each : if you select this tickbox then you can choose under the frequency of the reminder and the length of the reminder.
Email Content
Subject : depending on what template you choose the subject will change. We advise you not to change these parameters. If you select Custom as a template then you can make the modifications you want.
Message : depending on what template you choose the message will change. We advise you not to change these parameters. If you select Custom as a template then you can make the modifications you want.
Add Parameters
Add Parameters : choose the parameters that you want to add to the message of the reminder that will be sent out to your clients. The parameters are the default information held with hibooks. For example, if you choose 'contact person' each email will contain the details of the contact of the person held in hibooks. So if you send the email to contact A, the system will populate the email with details of the 'contact person' in contact A.
Click on Save when you have finished with the new reminder.
How do I activate the Credit Control Box ?
To activate the Credit Control Box you just need to tick the box in the New Invoice.
