Further follow-up (Program versions without Accounting functionality)

View - Sales/Invoicing - Detailed Invoice List

Note! This only applies to versions of the program which do not contain the Accounting module.

When sending a Reminder, a new invoice with the calculated reminder fee will automatically be printed out. The invoice list will be updated with the number of reminders sent and the date of the last reminder.

Settings

You can decide how many reminders will be sent before the invoice goes to Debt collection. After the last reminder is sent, the relevant invoice will be put forward for Notice of debt collection and later to Debt collection.

Specify the settings for your reminder schedule by clicking Reminder/Debt collection settings in the toolbar.

All of the information regarding reminders is entered here. If the invoice exceeds the No. of reminders before notice of debt collection, a reminder invoice will not be generated. Instead, the invoice will be entered into the process of generating a notice of debt collection.

With each reminder, any Reminder fee you enter here will automatically be added to the invoiced total. With the second reminder, the reminder fee will be added for a second time, etc.

You can also enter a Limit for amount per invoice. The costs of reminders for small amounts can quickly exceed the payment due!

You can also specify your own Terms of payment for reminder invoices, if you want a different due date for the reminder than the usual invoice.

Also set the No. of days after due date before reminder shall be suggested. It is normal for companies to pay the bill on the due date, and it may take a little time before the payment is registered with you.