Reminders & Thank-You's
To enter your own thank you message, click on the Settings link at the top of the page. Then, click on the Thank-you Templates button in the sidebar on the right. Type your own gracious words in the message box—remembering that you’re not only showing a courtesy to your client; you’re also giving them reason to come back for another project. Hit “Save Settings” when you’re done. Now, all thank you messages which you create will default to this text.
However, you can always override the default message by typing something different when prompted by the “Send a Thank You” panel—click on Send Thank-You when viewing a Closed invoice to see this feature. If you leave the message box alone, Blinksale will use the message you’ve specified as the default message.
Posted by John Marstall
2005 Jul 18 in Reminders & Thank-You's
Reminders & Thank-You's
Blinksale provides a number of options for making your thank you messages look as professional and attractive as possible.
First, it’s easy to upload your own logo for placement on every thank you message.
Second, Blinksale offers a variety of invoice templates to choose from. To find these, click on the Settings link at the top of the page. Then click on the Thank-you Templates button in the sidebar on the right.
Selecting your thank-you’s appearance is as easy as clicking the radio button next to the template you want. You can click any of the “Preview” links to see a sample invoice in that style.
Once you’ve selected a template, click on the Save Settings button at the bottom of the page.
You can also create your own custom thank you message template, or change the default thank you message text.
Posted by John Marstall
2005 Jul 18 in Reminders & Thank-You's
Reminders & Thank-You's
Uh oh. Had a client fall off the face of the earth? Sometimes a client just needs that little extra push to get accounts settled. That’s where reminders come in.
Once an invoice has gone past due, you can follow it up with a custom reminder message to your client. To do this, first locate the invoice under the Dashboard or Invoices tab. Click on the listing for the invoice that you want to follow up, then hit the Send Reminder button in the sidebar on the right.
In the “Send Reminder” panel that appears, check the box next to the name of each person you want to receive your reminder message—including yourself, if you like. You’ll see your default reminder message in the message box. You can leave this message as-is, or type a more personalized missive, as seems best to you. Remember that you may want to work with this client again in the future! And in all fairness, you don’t know whether your client’s location might have been hit by a natural disaster, or by invading aliens.
After you’ve got your message ready to go, just hit the Send Reminder button at the bottom of the panel. Hopefully it will be just enough to get things moving along.
Posted by John Marstall
2005 Jul 13 in Reminders & Thank-You's
Reminders & Thank-You's
Once an invoice is closed, you can follow it up with a custom thank you message to your client. To do this, first locate the invoice under the Dashboard or Invoices tab. Then click on the listing for the invoice that you want to follow up. You’ll see a Send Thank-You button in the sidebar on the right. Hit that to get the “Send a Thank-You” panel to appear.
Check the box next to the name of each person you want to receive your thank you message—including yourself, if you like. If you’ve set up a default thank you message, already, you’ll see the text of it in the message box. Otherwise, type your own gracious words in the box—remembering that you’re not only showing a courtesy to your client; you’re also giving them reason to come back for another project. Finally, select a template for your thank you message. Use the preview link if you need a visual cue.
After you’ve got your message ready to go, just hit the Send Thank-You button at the bottom of the panel. Courtesies away! Miss Manners would be proud.
Posted by John Marstall
2005 Jul 13 in Reminders & Thank-You's
Reminders & Thank-You's
Blinksale uses a default reminder message which is automatically customized to reflect your invoice’s information and payment terms. You can choose to enter your own message instead, but you’ll lose the automatic customization when you do so. Because of this, you’ll want to avoid any specific reference to invoice number, payment terms or other variable information when you write your message.
To enter your own reminder message, click on the Settings link at the top of the page. Then, click on the Reminders button in the sidebar on the right. Enter your custom message in the text box there, and hit Save Settings. Now, all reminders which Blinksale sends on your behalf will display your custom message.
(If you want to revert to the default message, just delete your custom message from the text box and hit Save Settings.)
Note that you can always override the default message by typing something different when prompted by the “Send Reminder” panel—click on Send Reminder when viewing a Past Due invoice to see this feature. If you leave the message box alone, Blinksale will use the message you’ve specified as the default message.
Posted by John Marstall
2005 Jul 13 in Reminders & Thank-You's
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