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New Feature: Automatic Late Invoice Reminder

We’re very excited to announce Harvest’s latest new feature: automatic late invoice reminder.  Now, on every sent invoice, you can set up Harvest to send your customer an automatic email reminder if their invoice is past due for a number of days.  To set it up, just click on any sent invoice, click on the button More Actions > Reminder Email, and you’ll see the following form:

reminder

As with all the invoice messages, you can configure and translate the reminder email.  Click on the button “Set Up Reminder“, and that’s it!  Harvest will automatically send your customer a message if the invoice is late – and it will be one less thing for you to have to keep track of.

Some tips and tricks with the new reminder feature:

  • On any late invoice, you will see a new button to “Send Reminder“.  Click on the button, and you can send your client a reminder email.  The reminder email will be recorded under the invoice’s Activity Log, so you can reference it in the future.
  • You can change (or translate) the default reminder message via Invoices > Configure, under the Messages tab.
  • When you set up a recurring invoice, you can also set up a late invoice reminder right on the invoice.  On the recurring invoice, choose the option “Automatically send this invoice via email on scheduled date” and you can set up the “Payment Reminder” (right below Email Message).

Many of the new features and improvements we add to Harvest come directly from you, the Harvest users. What other improvements can we add to Harvest invoicing to help simplify your billing? Please let us know via the support form.

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This was posted in New Features.
  • Awesome.

    I wanted this in Blinksale when I used it, and suggested it when I made the switch to greener (oranger) pastures.

    You guys delivered. Again.

    Great feature. And I’m assuming more will come. You guys rule.

  • Hooray! This was a big, big, big one for me. Along with the automatic Payment Received message, you’ve now eliminated most of my manual workflow. Now if you could only read my mind to input hours… :)

  • It would be nice to have the option to access a late fee at the same time this reminder goes out. The fee should have the option of a fixed dollar amount or a percentage of the late balance or an option to use whichever is greater.

  • Thank you for the new feature – I was one of the ones requesting this and it’s nice to see things I’m thinking of making it into the product.

    Question though…Is this reminder email generated ONCE, at the 5 day mark, or ONCE EVERY 5 days until the invoice is marked as paid? In the wording it sounds like the former though I would prefer the latter.

  • Good question, Jeff. You won’t like this answer, though – it is the former, that it will send the reminder once. We’ll take your feedback and see if we can add a ‘recurring’ reminder in some later version.

    Dane, “late fees” – we’ll add that in the near future. Thank you for your feedback!

  • This is great, I’ve been looking forward to this one! One less thing for me to have to worry about.

  • Careful with the late fees. There are State and local laws pertaining to how much you can charge in late fees, and what conditions have to apply. For example, in California, it’s only 1.5%/month (I KNOW!) unless you can prove that you incur greater administrative costs as a result of the lateness.

  • Bobby, thanks for sharing that tip with us, it’s good to know and definitely something we’ll look into.

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