Creating a reminder
Reminder action buttons
Deleting a reminder
Sending a reminder
Creating a reminder
Creating a reminder is done on the Reminders view. Start by selecting the (+) New reminder button in the top left corner, which opens the New Reminder window.
Reminder type - Select from the drop-down menu. Currently, the only option is Reminder with invoice rows.
Language - Select the language from the drop-down menu. The language options are based on the general settings.
Currency - Only EUR is available as a currency option.
Start completing the reminder details by selecting the customer from the drop-down menu.
After selecting the customer, it is possible to change the customer if needed through the Change Customer button or edit the customer's information through the Edit button. The Edit button opens the customer's details in the customer register.
Reminder number - The reminder number is generated according to the number counter defined in the Payment Reminder settings and cannot be edited.
Invoice number - Select the invoice from the drop-down menu to create a reminder. Only one sales invoice can be selected for the reminder. After selecting the invoice number, the following fields are automatically populated with the invoice details and cannot be edited: Payment reference, Paid amount, Invoice date, Due date, and Late payment interest %.
Late payment interest - The information is automatically populated after selecting the Invoice number field. The interest rate is determined based on the default or customer-specific interest rate defined in the settings. The interest rate can still be edited on the reminder form or removed entirely.
Bank accounts - The information is automatically populated after selecting the Invoice number field. The bank account can be changed on the reminder.
Reminder date and due date - The dates are automatically generated based on the computer's date. If necessary, select the correct date by clicking the calendar icon.
Reminder fee - Add the costs for the reminder to the field.
Description - Add a comment to the reminder. Here's an example: According to our records, the following invoices are overdue. We kindly ask you to settle the outstanding invoices as soon as possible. If your payment is already on its way, we apologize, and this reminder is unnecessary.
Invoice lines are based on the selected sales invoice for the reminder and cannot be edited.
In the Totals summary section, the amounts for the invoice and the reminder are presented separately.
Reminder action buttons
The reminder can be previewed, saved, and sent either by email or through the printing service. The Cancel button allows you to close the reminder without making any changes.
Preview
Clicking the Preview button opens the reminder in a separate window, and from this view, the reminder can be printed in PDF format.
Save
The reminder is saved through this button. After saving, the reminder details close, and the reminder can be found in the Reminders view.
Print/Email
The reminder is sent either through the printing service or by email to the recipient.
Deleting a reminder
Deleting a reminder is currently not possible for the user, but this will be changed in future versions. If a reminder needs to be deleted, please contact our support.
Sending a reminder
The reminder can be sent to the recipient either through the printing service as a physical mail or by email. Select the desired delivery method from the drop-down menu, which will display the suitable delivery options based on the information stored in the customer register.