Feature Idea - View Reminders sent to Clients

PackWebPackWeb Member Posts: 11

Is there a way to view reminders that have been sent to clients? I thought I setup automatic reminders, but I can't remember, and I don't want to manually send a reminder for payment if the client already just received an automatic reminder...

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  • AlexiaAlexia Administrator Posts: 3,315 admin

    Hi, @Packweb,

    Information about sent reminders isn't currently available on your Wave account, but I can easily see why that information would be useful.

    Do you often use automated reminders? If you do, you should be able to easily keep track of the reminders sent by comparing the parameters of each automated reminder to the invoice's due date. It isn't a perfect solution by any means, but it might still help for the time being.

    I'll be sure to pass your suggestion along to our product team. Thank you for taking the time to share!

  • MJSMJS Member Posts: 11

    This would have been a great addition to the new Wave, as most services have tracking of anytime an invoice is changed. Having this information handy makes it easier to address issues right away with the clients.

  • AlexiaAlexia Administrator Posts: 3,315 admin

    Thank you for adding your voice to this discussion, @MJS!

  • RahimRahim Member Posts: 97 ✭✭

    @PackWeb What information would be most useful for you in tracking these reminders?
    I imagine that it would be the date it was sent and who it was sent to. Is there anything else about the reminder you'd like to know or track? Also, where would you expect to see this information? On the invoice only or when looking at the customer record as well?

  • PackWebPackWeb Member Posts: 11

    @Rahim I think just on the invoice page is fine, and therefore just the date reminders were sent (since we already know who it was sent to).

    Also, since invoices state when they've been sent, viewed, etc., can we have the same for reminders? E.g. can we see if/when a reminder was viewed, or if it was just sent and hasn't been seen yet?

  • PackWebPackWeb Member Posts: 11

    Just noticed this:

    Is that the result of this feature request? If so, great job! :smile:

  • RahimRahim Member Posts: 97 ✭✭

    HI @PackWeb

    This feature has always been there :smile: I was more curious about your feedback as a feature request to expand that to a more complete history of every reminder sent and the status of whether it was viewed or not. I have those filed and will continue to see how we can improve visibility to you as the business owner for what's happened!

  • dpDesignzdpDesignz Member Posts: 26

    @Rahim I think this would be a good feature to have as well. I've noticed reading/watching a few reviews of wave that's something you guys are frequently noted down for is a lack of history on invoices and bills etc. This is one thing Harvest (my time tracking software I use) does well is it shows simple history like when an invoice was sent, reminders sent, invoice viewed, invoice updated, payment received etc. It's just basic information, but very helpful to have when communicating with your customer.

  • pianoteacherpianoteacher Member Posts: 10

    I would like a record of reminders I have sent manually, since I don't use automatic reminders. Thanks!

  • cuddlyoilcuddlyoil Member Posts: 4

    Keeping track of sent reminders would be a really useful feature to have. Wave, if you can add this, that would be great :-)

  • cuddlyoilcuddlyoil Member Posts: 4

    I would also like a record of what was sent, both automatic and manually sent reminders. It would be great to have the time/date that the reminder was sent. I've had someone complain that they have received reminders (they have made a partial payment), and I am unable to answer them on what was sent out.

  • pianoteacherpianoteacher Member Posts: 10

    Members please leave a comment in the Wave Features discussion:

    https://community.waveapps.com/discussion/1914/reminder

  • fredbadfredbad Member Posts: 2

    I notice this discussion stopped in 2018 - is there any progress since then as it would be great to have a record of all manually sent reminders?

  • AlexLAlexL Administrator Posts: 1,023 admin

    Hi @fredbad . We haven't seen any traction on a history of sent reminders and invoice sends. I appreciate the feature request here though, I'll pass your feedback onto the team so they know we have another user reaching out about this.

  • JoyaJoya Member Posts: 14

    Hi! I'd love this feature for manual reminders too!

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