Keeping up with outstanding invoices is crucial for maintaining cash flow in your catering business. With CaterZen, you can automatically send monthly Aging Emails to customers with unpaid balances. These emails will provide a total outstanding balance and allow customers to view and pay individual invoices easily.
For a full breakdown of your outstanding invoices, check out our guide on Accounts Receivable Aging Report.
How to Configure Your Accounts Receivable Aging Email
Enable the Feature
- Click on the Admin tab
. - Under General Settings, click on the Accounting Settings bubble.
Turn On the Aging Report Email
- Scroll down to Enable Accounts Receivable Aging Report and check the box.
- Click Configure to set up the email settings.
Customize Your Automatic Aging Email
- Select the day of the month you want the Aging Report to be sent.
- Review and customize the email that will be sent to customers.
- Click Save Accounts Receivable Aging Report HTML to finalize.
What Happens Next?
- On the selected day each month, customers with outstanding invoices will receive an email.
- The email will summarize the total outstanding balance and provide a link to view all unpaid invoices.
- Customers can click on each invoice to view details and either download or pay (if the Pay by Invoice feature is enabled)
By setting up this automated process, you’ll streamline your collections and keep your catering business running smoothly!
Got more outstanding invoices to track? Learn how to access your full Accounts Receivable Aging Report here.