Collecting invoices is always hard. At Spendesk, we have a few tips to help you collect the invoices at the end of the month:
1️⃣ Make sure that everyone with a plastic card has downloaded the app: they will be notified as soon as they have made the payment and will just have to take a picture of the receipt, while they still know where it is. So easy, they can't miss it.
2️⃣ Send invoice reminders by e-mail to your teammates:
- Set up automatic reminders:
You can turn on the auto-reminders feature and set up the day and time at which your colleagues should be receiving the notifications by email. You just need to click on your Settings tab (Settings > Notifications > select "Receipt Reminders" > "On") and set up at what time you’d like the latecomers to receive weekly email reminders.
🚨 If auto-reminders are activated, you won't be able to manually send reminders and vice versa. You can disable it, when needed, by clicking on Settings > Notifications > "receipt reminders" >"Off")
- Or choose to manually send reminders:
> Click on your "Payments" tab, select which payments have missing invoices by clicking on the "Invoices" filter and again on "missing invoices".
> Then, select all of your payments and click on "Send reminders": your colleagues will receive an email reminding them to attach their invoices.
☝️ You can't manually send reminders more than once per week.