Invoice Reminder Email
Not sure when the last update was made on invoice reminders and i'm baffled as to how no one else is reporting this issue. The new intro to the invoice reminder email includes a section at the TOP of the email that you are unable to edit. And, in the 2nd sentence it reads, "The total due is $ xxxx " However, when sending remdiners, because yes some clients don't pay on time, the reminder includes the balance from the date the original invoice was sent which is very misleading.
Inevitably what happens, is that clients see that total, and don't bother to click through to see latest activity. Also, if any payments were made or any activity from the time the original email is sent, that "total due" amount is incorrect, causing additional non-paid work to try and resolve.
Again, i have no idea how this is not a larger reported issue. I sat on the phone with support and they confirmed, we are unable to edit the top area of the reminder invoices, or invoices that are re-sent. The whole advantage of sending reminders should be to help facilitate payment from a past due customer, but instead leads to confusion, more delays and additional accounting support that is unpaid taking time away from other important paid work.
This is not the first time ive been dealing with this ongoing issue with Intuit/Quickbooks. This template MUST be editable in some way OR it needs to include the CURRENT balance; not a balance from a snapshot potentially from weeks or months ago that misleads the customer and causes unnecessary support requests to try to explain.