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CommunityWhy is there no option to only send Trust Fund Request reminders instead of both Trust fund request and overdue invoice reminders.

Why is there no option to only send Trust Fund Request reminders instead of both Trust fund request and overdue invoice reminders.

Stephanie Farr (Customer) asked a question.

Why is there no option to only send Trust Fund Request reminders instead of both Trust fund request and overdue invoice reminders.

There are some invoices we are well aware as to why they are overdue, why should we not have the option to not send reminders to these type of matters when we want to send reminders for overdue Trust Fund Requests. Please let me know if there is a solution to this.


Honey Dela Cruz likes this.
  • Hi Stephanie,

    Please see the below steps:

    Navigate to LEAP Menu > Other > under Tools > Payment Reminders. You will now be on the Payment Reminders settings window on your default browser.

    1. Select the Stop Reminders tab.
    2. Click on Stop Reminders.
    3. Click on Invoice to view the outstanding invoices for that matter.
    4. Select the Invoice.
    5. Click Stop Reminders at the bottom right side of the screen.
    6. Repeat the process for any applicable Invoices. This will stop reminders from being sent for the invoices you have selected.

     

    You can view this article for further information: https://community.leap.com.au/s/article/RapidPay-Payment-Reminders-AU#@set%C2%A0payment-reminders.

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Why is there no option to only send Trust Fund Request reminders instead of both Trust fund request and overdue invoice reminders.