# 22 July 2024

Source: https://docs.astalty.com.au/training-and-updates/changelog/july-2024/22-july-2024

> Astalty updates released on 22 July 2024: Invoice Reminder Email Functionality; User Task Filter Update; Contact Dropdown within Generated Document; Task...

## Invoice Reminder Email Functionality

If you have not received payment for an invoice, you can set up invoice email reminders that can be sent to your invoice recipients for Plan and Self Managed Participants. To do this navigate to the [Invoice](https://app.astalty.com.au/settings/invoices) settings and you will now see a new option within here. The Invoice Reminders table. Here you can 'Create Reminders' for new reminders or edit current ones by selecting the '3 dots' to the right of the reminder you would like to edit and select 'edit'.

![The Invoices page in Settings, with the Invoice Reminders section highlighted below Invoice Settings. It has a Create Reminder button and lists reminders at 3, 7 and 14 days after due date, each for Self and Plan invoice types.](https://docs.astalty.com.au/assets/inv1-1721778499.png)

By clicking 'Add Reminder' you can create a reminder for an invoice that is overdue. Within this menu you can set;

- The time frame for when you would like this email to go out
- The reminder limit in $
- The Email Content for the reminder, this email content box also has useful placeholders that you can use
- The Invoice Type for the reminder eg. Self or Plan

Once you are happy with the reminder content select 'Add Reminder' and the settings will save and you can view the reminder within the Reminder Table

![The invoice reminder drawer with arrows pointing to the Type set to Overdue with 3 days, the Reminder Limit of $0, the email content editor with Invoice and Business placeholder buttons, and Invoice Types set to Self Managed and Plan Managed.](https://docs.astalty.com.au/assets/inv2.png)

## User Task Filter Update

When reviewing your staffs tasks you can now select the filterview 'this week vs last week'. This will allow you to save time and narrow down the tasks that you will need to look at and compare to a previous weeks.

![A user's Tasks list with the Date filter open and highlighted, showing On, After, Before and Between tabs, Presets for Last Week, This Week, Last Month and This Month, and a Select Date field.](https://docs.astalty.com.au/assets/unt1-1721777431.png)

## Contact Dropdown within Generated Document

You can now insert contact details while editing a generated document, before finalising it. Select the **Contact** dropdown, choose a contact, then choose the contact detail to insert.

![A generated document being edited. Numbered markers point to the Contacts dropdown above the content and then a contact in its list, with an arrow to that contact's details panel showing their name, role, email and phone number.](https://docs.astalty.com.au/assets/cont.png)

## Task Summary

You can now select the option to download a PDF document that outlines the usage of each task. This is done within the action button oo a task task you can learn more about this below.

![An open task with the Actions menu expanded. A numbered marker points to Actions, and an arrow points to the Download Summary option between Reassign Task and Delete Task.](https://docs.astalty.com.au/assets/sum.png)