Payment Reminders (Program versions without Accounting functionality)

View - Sales/Invoicing - Detailed Invoice List

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

Throughout this process you will have complete control over which invoice payments the reminders will be issued for.

How to issue payment reminders for your invoices

Click on the Reminder button in the toolbar.
Select the actions that you wish to be carried out and click Next.

Decide whether you would like to run all four actions at once. For example, if you make use of Factoring, it would be natural not to run the other actions.

Note! You are the one who decides the settings regarding how many days after the due date the payment reminders should be sent. All invoices that fulfil the specified criteria will then be included in the payment reminder proposal. If you would like to defer sending a reminder to certain customers or for certain invoices, you can easily remove them from the list.

Set the filter to only show the invoices that are Due after a particular date.
Clear the check boxes of the customers to whom you do not want to send reminders to, for example if you have a special agreement with them. You can also control this for an individual invoice.
Select the line for the customer whose invoice you wish to view and click View invoices. This expands the window, providing you with a list of invoices due for that customer.

Click Next when you are satisfied with the selection. You can select between sending one reminder to each customer or one reminder per invoice. If you have several reminders for the same customer, you are able to group them together in one printout.

The procedure will now continue with a selection of invoices for Factoring and Debt collection, if you chose this from the first window. The factoring list will be printed out after you have set all of the selections
Click Next to print the reminders. You will see a preview of the invoices on the screen.
Print the reminders, and check the printouts before you approve them.
Click Complete to approve the results.

The invoice list will now be updated with the Number of reminders and the date of the last reminder.