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 downloaded the app: they will be notified as soon as they made the payment, while they still know where the receipt is, and would just have to take it in picture. 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 time at which your colleagues should be receiving the notifications by email. You just need to click on your Settings tab (Settings > Notifications > select "Auto-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 to, by clicking on Settings > Notifications > "auto 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 then 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 this invoices.
☝️ You can't manually send reminders more than once per week.