At Paidnice, we're all about making your accounts receivable process as efficient as possible.
With our SMS new feature, you can now set up SMS reminders for your invoices, making sure your clients pay attention to their due payments.
Here's a quick guide to setting it up.
Formatting Phone Numbers in Xero or QuickBooks
Ensure that the mobile phone number of the contact in your accounting software like Xero or QuickBooks is correctly formatted with the country code, e.g., +61. This helps Paidnice recognize the number and send the SMS accordingly.
Specifying the "Mobile Number" Field
Make sure to enter the mobile number in the "Mobile Number" field specifically in your accounting software. Paidnice will only trigger the SMS reminder if the number is placed in this field.
Using Merge Tags for Personalized Messages
Merge tags allow you to insert dynamic content into your SMS reminders, making each message more personalized and relevant to the recipient. Here is a list of available merge tags, their meanings, and examples:
{{{InvoiceContactName}}}: This tag pulls the name of the invoice contact.
Example: If the invoice contact name is "John," the message will read, "Hi John, just a friendly reminder..."
{{{InvoiceNumber}}}: This tag pulls the unique invoice number.
Example: If the invoice number is "INV123," the message will read, "...your invoice INV123 from..."
{{{OrganisationName}}}: This tag pulls the name of your organization.
Example: If your organization name is "XYZ Ltd.," the message will read, "...invoice INV123 from XYZ Ltd. was due on..."
{{{DueDate}}}: This tag pulls the due date of the invoice.
Example: If the due date is "July 1, 2023," the message will read, "...was due on July 1, 2023."
{{{PenaltyForecastAmount}}}: This tag pulls the amount of the penalty for late payment, if applicable.
Example: If the penalty amount is "$50," the message will read, "...Please be aware of a $50 late fee if not paid by..."
Adding SMS Reminders to a Group
For easy management and to apply specific conditions, you can add your SMS reminders to a reminder group. This way, you can set different types of reminders for different kinds of invoices or clients.
Setting Send Options
you can specify exactly when the SMS reminders will be sent out in relation to the invoice due date.
> Before: If you choose this option, the SMS will be sent a specified number of days before the invoice is due.
Example: If you set it for "3 days before," and the invoice is due on July 10, 2023, the SMS will be sent on July 7, 2023.
> On: Selecting this option will trigger the SMS to be sent on the due date of the invoice.
Example: If the invoice is due on July 10, 2023, the SMS will be sent on that same day.
> After: If this option is chosen, the SMS will be sent a specified number of days after the invoice due date has passed.
Example: If you set it for "2 days after," and the invoice was due on July 10, 2023, the SMS will be sent on July 12, 2023.