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Reminders, overdue notices and thank-yous

We remind customers of the due date, send an overdue reminder after it and thank them for the payment. By ourselves, or when you ask.

Step by step

  1. Open “Settings” › “E-mail”. Under “Reminders”, switch on “Remind before the due date” and enter the days before the due date, from 1 to 30.
  2. “Send overdue reminders” is on. Under “Days after the due date”, enter when the first reminder goes, from 1 to 60. Then up to three reminders in total follow, a week apart. Choose “Save”.
  3. Under “After a payment”, leave “Thank the customer for the payment” on. The thank-you goes when a payment marks the document paid, whether recorded by hand, from the bank or by card.
  4. Edit the texts under “E-mail templates”: choose the type “Reminder of the due date”, “Overdue reminder” or “Thank-you for a payment”. The variable #overdue# fills in the days overdue.
  5. For a contact who should not get reminders, edit the contact: under “More options”, choose “No” instead of “As in settings” for “Reminders before the due date” and “Automatic overdue reminders”.
  6. To remind by hand, choose “Remind” on the detail of a sent document, or “Overdue notice” after its due date. Check the subject and the recipient and choose “Send the reminder” or “Send the overdue notice”.

Good to know

An uncollectible or partly paid document gets no automatic reminders.

A document created by an integration with “No payment reminders to customers on its documents” gets no reminder at all, neither automatic nor sent by hand.

Automatic e-mails wait for the sending window. Every reminder sent is written to the document’s events.

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