In Haibooks, you can activate the Credit Control Box in an invoice. You can also access Credit Control from the System Settings. This feature allows you to send reminders to your clients and custom the settings. Learn also how to set up a Recurring Invoice and how to manage Invoices.

How to set up the Credit Control settings ?

Whether you are creating a new invoice or editing an existing one :

  • Click on Reminder Settings to access the settings of the credit control.

  • You can save as a draft if you are in the middle of creating the new invoice.

  • Check the settings and modify them depending on your needs. Once you enable credit control, you can then choose additionally to enable it to all new contacts or all existing contacts or both rather than just enable it each time you create an invoice

  • You can add a reminder by clicking on Add Reminder.

General Settings

  • Reminder Name : give a name to help you identify the reminder.

  • Email Template : select your email template. Depending on the template you choose the subject and the message will change.

  • Is Active : tick this tickbox to get the reminder sent automatically based on the criteria below in Schedule.

Schedule

  • Number of Days : the number of days the reminder will be sent before or after the due date depending on what you choose.

  • Before/After : select if you want the reminder to occur before or after the due date.

  • At : select the time of day of the reminder.

  • And Each : if you select this tickbox then you can choose under the frequency of the reminder and the length of the reminder.

Email Content

  • Subject : depending on what template you choose the subject will change. We advise you not to change these parameters. If you select Custom as a template then you can make the modifications you want.

  • Message : depending on what template you choose the message will change. We advise you not to change these parameters. If you select Custom as a template then you can make the modifications you want.

Add Parameters

  • Add Parameters : choose the parameters that you want to add to the message of the reminder that will be sent out to your clients. The parameters are the default information held with Haibooks. For example, if you choose 'contact person' each email will contain the details of the contact of the person held in Haibooks. So if you send the email to contact A, the system will populate the email with details of the 'contact person' in contact A.

  • Click on Save when you have finished with the new reminder.

  • And click on Save when you are happy with the settings of the credit control.

How do I activate the Credit Control Box ?

  • To activate the Credit Control Box you just need to tick the box in the New Invoice.

  • Once you have activated the credit control box in a new invoice you can't deactivate it, even if you editing it.

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