Do you still manually write to each customer to remind them to pay an overdue invoice? Automating invoice sending and payment reminders frees up that time. It also reduces human forgetfulness in the collection process. That's why many small businesses are only looking for this solution when they've already lost weeks of cash flow due to invoices that no one remembered to collect on time. This guide on automating invoices summarizes the criteria that should be reviewed before choosing. This guide on reminder invoices summarizes the criteria that should be reviewed before choosing. reminder invoices: This guide summarizes criteria, limits and steps for choosing with context.
reminder invoices allows you to compare functions, limits and context before deciding.
facturas recordatorios: esta guía reúne criterios, límites y pasos para elegir con contexto.Official source: Alegra official site.
reminder invoices requires comparing functions, limits and context before deciding.
reminder invoices: criteria and guide
Before automating, review how you invoice today
Before automating invoice sending, it's worth checking to see if your current billing process is already in place. If you still invoice manually, our guide on best e-invoicing software for freelancers can help you take that first step. And if your income is already recurring, our guide on how to automate recurring billing for your business complements this decision.
Platform chosen: Alegra
Alegra sends automatic reminders by email and WhatsApp. You send them when an invoice is close to due, is due that same day, or is already overdue. Additionally, the email reminder includes the customer's name, exact amount, and a direct payment link. On the other hand, this automation eliminates the need to manually review which invoices should already be collected.
How much does Alegra cost
Alegra's Entrepreneur plan costs 499 Mexican pesos per month plus VAT, according to its official site verified today. Includes up to 100 monthly invoices and two users. Therefore, a business with few invoices per month can start directly with that entry plan, without paying for capacity it does not need yet.
What to look at besides the price
What to look at besides price matters as much as the monthly cost when automating invoice sending. The number of invoices included per month, for example, may fall short if your business bills many different clients. Likewise, it is worth checking if the reminders can be personalized or if they arrive with a fixed generic message.
What this looks like in practice
A business with few repeat customers gains order almost immediately just by automating the reminder before expiration. A business with more clients, on the other hand, makes better use of automatic reminders via WhatsApp to speed up payment. However, no automatic reminder replaces a good business relationship with the customer. In fact, it only reduces the wear and tear of manually chasing each payment.
How to choose according to the volume of invoices of your business
If you issue a few invoices per month, the entry plan is usually enough to automate basic reminders. This way, you avoid paying for a limit of invoices that you do not yet need. If, on the other hand, you already invoice many different clients, it is advisable to add a higher plan with more monthly capacity. That is why this change prevents the system from blocking new invoices in the middle of the month. Since each business bills at a different rate, it is advisable to review this limit every few months.
Automating Invoices and Reminders FAQ
If you want to put this flow into practice, check out proforma invoice maker and also review cash flow for SMEs.
Yes, the system sends the reminder without you having to manually check which invoices are due.
Yes, in fact that personalization is one of the main reasons to prefer this automation over a generic notice.
It depends on the platform, although in many cases the WhatsApp reminder uses a predefined fixed template.
The system usually asks you to upgrade the plan, since the monthly limit is directly tied to the cost of the subscription.
How to Automate the Sending of Invoices and Payment Reminders: in summary
Automating invoice sending depends on how many returning customers you have and how much time you waste today chasing payments manually. Alegra covers everything from a business with few invoices to one with a higher monthly volume. Their plans start from 499 Mexican pesos per month. In the next article in the series we review the best project management software for creative agencies, another typical decision when organizing the operation of a business.
