I spend a lot of time trying to track down payments. Clients will often ask me to resend the invoice or text them the total because they don’t want or think to log in to their account or look back through previous email communications. I then struggle to remember and retype any special notes and payment instructions that I may have already sent them in the original request.
It would be really helpful if Scritches could automatically handle this based on the invoice due date, for example something like:
• Automatic reminder on or just before the due date
• Automatic reminder 24 hours after the due date if still unpaid
• Ideally, reminders would include the invoice/payment link and the same notes and payment instructions attached to the invoice
On a similar note, it would be really helpful to have due dates and automated reminders for deposits as well. I almost always have to follow up with clients about unpaid deposits and re-explain why the deposit is required, even with regular clients. Sometimes they need to be followed up with repeatedly even though I know they are wanting and expecting the services.
Ideally, deposits could have their own due date and trigger an automatic reminder if they haven't been paid by that date.
