Creating a demand of payments code
Example texts for demand of payments levels
Modifying a demand of payments code
Deleting a demand of payments code
When creating sales invoices, the demand of payments codes Collection and No collection are already set up. If the billing language is other than Finnish, other demand of payment codes and texts (Explanation 1, 2, 3) must be created in the billing language used. The information of existing demand of payment codes can be modified.
The default demand of payment to be used is also defined in the general settings. If a default demand of payments is defined in customer information, it is used primarily. The demand of payments can also be changed directly on the invoice before sending it.
Creating a demand of payments code
Create all demand of payments codes that are used in Sales Invoices with the function Create a new demand of payments code. Note! For customers whose billing language is other than Finnish, the reminder texts must be created in that language, as the program does not translate them into Finnish reminder texts.
- Select Settings - demand of payments
- Click the Create a new demand of payments code button
- Complete the information in the pop-up window
- Save the information with the Save as new button.
Enter the code for the demand of payment to be used. Note! The payment term code must be unique.
Select the type of the demand of payment; Collection/No collection, from the drop-down menu.
- The Collection option allows sending the demand of payment at selected time intervals.
- The No collection option defines that no demand of payments are sent at all. This option is mainly used when defining a collection ban for a specific customer.
Give the demand of payment a name, for example, General, Collection ban, or English. The name of the demand of payment must be unique.
Debt collection text 1. - The information provided here applies to the first demand of payment.
Debt collection text 2. - The information provided here applies to the second demand of payment. If the second reminder level is not used, the information for this level can be left blank.
Debt collection text 3. - The information provided here applies to the third demand of payment. If the third reminder level is not used, the information for this level can be left blank.
Days from the due date: Enter the number of days after the due date when the demand of payment is sent (both weekdays and weekends are counted). Enter the number of days for each applicable reminder level. For reminder levels 2 and 3, the days are counted from the invoice due date, not from the previous demand of payment date, so the days are not cumulative.
Reminder costs (€): Enter the euro amount of the costs incurred from sending the demand of payment in the respective field. This information is displayed on the sent demand of payment. Enter the euro amount for each applicable reminder level. The amount is not cumulative from one level to another. If you want to increase the amount for reminder levels 2 and 3, enter the increased amount in the demand of payment for these levels.
Reminder text: Enter the desired text in the respective field, which will be printed on the demand of payments. Provide a separate reminder text for each applicable reminder level.
Example texts for reminder levels
Only the reminder levels used require reminder text. For example, if only reminder levels 1 and 2 are in use, reminder text 3 can be left blank.
Debt collection text 1
According to our accounts receivable, 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.
Debt collection text 2
According to our accounts receivable, the following invoices are overdue. We kindly ask you to settle the outstanding invoices as soon as possible, or the overdue invoices will be transferred to collection. If your payment is already on its way, we apologize, and this reminder is unnecessary.
Debt collection text 3
According to our accounts receivable, the following invoices are overdue. We kindly ask you to settle the outstanding invoices immediately. If your payment does not arrive in three days, the invoices will be transferred to collection.
Modifying a demand of payment code
- Click Settings - Demand of payment
- Select the demand of payment code whose information you want to modify by double-clicking the row of the respective demand of payment. The information of the reminder will open in the lower part of the window, in edit mode.
- Save your changes with the Save changes button.
Deleting a demand of payment code
Deleting a demand of payment code prevents the use of that demand of payment on invoices. Delete a demand of payment code only if it has not been used or if it has been used only on paid invoices.
Also, check Settings - General - Invoice information and Customers to ensure that the demand of payment to be deleted is not selected as the default or for any customer.
- Click Settings - Demand of payment
- Select the demand of payment code to be deleted by clicking the row of the reminder once -> the selected row will turn blue
- Click the Delete selected button (at the top of the window) -> the selected demand of payment code will be deleted.