How to Turn On Unpaid Invoice Reminders
Open the menu in the top-right corner of Allison.
Select Settings.
Scroll down to Messages and select Edit.
Scroll to When an invoice is unpaid, send an invoice reminder to customer.
Turn on Email, SMS, or both.
Select Save.
The feature is now active.
Set the Reminder Frequency
Frequency controls the time between reminders.
Next to the reminder setting, select Change.
Choose how often the reminder should send — for example, every 24 hours.
Select Save.
Reminders begin after the first invoice is sent, whether that invoice went out automatically or you sent it manually.
Set the Maximum Number of Reminders
The maximum controls how many reminders Allison sends before it stops.
Select Change next to the reminder setting.
Choose the maximum number of reminders — for example, 5 or 10.
Select Save.
Frequency and maximum work together. Every 24 hours with a maximum of 5 means five reminders over five days. Every 24 hours with a maximum of 10 means ten reminders over ten days. Once the maximum is reached, Allison stops sending.
Frequently Asked Questions
Do I have to turn on both email and SMS? No. You can turn on either one, or both.
When does the first reminder go out? After the invoice is sent. The frequency you set determines the gap between that invoice and the first reminder.
Does it matter whether the invoice was sent automatically or manually? No. Reminders work the same either way.
What happens after the maximum number of reminders is reached? Allison stops sending reminders for that invoice.
Can I change these settings later? Yes. Return to Settings → Messages and update the frequency or maximum at any time.
Can I see when Invoice Reminders are sent? Yes. Simply go to the job associated with that invoice and view the Job Activity.
What will happen when the invoice is paid? Reminders will stop and no more will be sent for that specific invoice.
Need Help?
If you have questions about setting up unpaid invoice reminders, contact the Allison team at [email protected].