EnglishTo set up an "Invoice Unpaid Reminder" in WHMCS, you'll want to follow these steps:
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Log into WHMCS: Access your WHMCS admin panel using your username and password.
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Navigate to Configuration: Click on the "Configuration" tab in the top navigation menu.
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Automation Settings: Under the "System Settings" section, click on "Automation Settings."
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Cron Configuration: Ensure that your WHMCS installation is set up to run the cron job. This is essential for automated tasks like sending invoice reminders.
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Invoice Late Fee: In the "Automation Settings" section, you'll find an option called "Automatically apply late fees to overdue invoices." You can configure this setting according to your preferences. This can be useful if you want to impose a penalty for late payments.
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Late Fee Settings (Optional): If you choose to apply late fees, you can configure settings like late fee percentage, grace period, and more.
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Configure Email Reminders: Under the "Automation Settings," you'll see options related to Invoice and Overdue Notices. Configure these settings:
- Send Overdue Notices: Enable this option to automatically send overdue notices.
- Days Before Due Date to Send First Reminder: Set the number of days before the due date when you want the first reminder to be sent.
- Frequency of Invoice Unpaid Reminders: Set the frequency for sending reminders (e.g., daily, every 2 days, etc.).
- Maximum Number of Invoice Unpaid Reminders to Send: Set the maximum number of reminders you want to send.
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Email Templates: In the WHMCS admin area, go to "Configuration" > "System Settings" > "Emails." Look for the "Invoice Unpaid Reminder" template.
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Edit Template: Click on the "Edit" icon (pencil icon) next to the "Invoice Unpaid Reminder" template to customize it.
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Customize the Reminder Email: Customize the subject and message of the unpaid reminder email. Be sure to include placeholders for dynamic information like the client's name, invoice amount, due date, etc.
Example:
Subject: Reminder: Unpaid Invoice #[InvoiceID]
Message:
Hello [Client Name],
We hope this message finds you well. We wanted to remind you about the unpaid invoice #[InvoiceID] for [Invoice Amount] that is due on [Due Date].
To view and pay your invoice, please follow this link: [Invoice Link]
If you have any questions or need further assistance, please don't hesitate to contact our support team.
Thank you for your prompt attention to this matter.
Best regards,
[Your Company Name]
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Save Changes: After customizing the email template, click the "Save Changes" button to save your modifications.
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Test Email: Before you start sending unpaid reminders to customers, it's a good idea to send a test email to yourself to ensure that the email template looks and functions as expected.
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Enable Unpaid Reminders: Make sure that the settings for sending unpaid reminders are enabled in your WHMCS automation settings.
Following these steps will help you set up and customize the "Invoice Unpaid Reminder" in WHMCS, ensuring that your customers receive timely reminders about their outstanding invoices.
