Reminder
ABRA Flexi can print reminders for unpaid invoices. For this purpose, you will find the "Reminders" option in the code list, which includes pre-prepared templates for the 1st and 2nd reminder, for a Settlement Attempt, and for Accounts Receivable Reconciliation. Reminders are available in the Business and Premium editions.
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Reminder Types
You can of course create your own custom reminder types. Use the "New" button to open the form:
Confirm the completed form by clicking "Save and Close".
The code list is also accessible via "Company Settings" -> "Modules" -> "Sales" -> "Sales" under the dedicated "Reminders" button.
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New Reminder
Reminders are created in the "Sales" module -> "Issued Invoices". Under the "Services" button, you will find the "Reminder" option. Clicking this button launches the "Reminder Generation Wizard".
In the first window, fill in the required filters to narrow down the issued invoices for which you want to generate reminders.
Confirm by clicking "Next".
If more than one invoice matches the selected filters, the following prompt will appear:
If you confirm "Record", the date the reminder was issued will be saved in a separate column in the list view, and the selected reminder type (e.g., 1st reminder) can no longer be generated again for that invoice.
If you confirm "Do Not Record", the date will not be saved in the separate column in the list view, and you will be able to generate the selected reminder for that invoice again.
If you want to send a reminder for a single specific invoice, the "Reminder" option is also available within the open invoice form under the "Services" button — the process is the same.
In the second window, all issued invoices matching the specified filters will be displayed. From this list, select the invoices for which you want to create a "Reminder" by checking the corresponding checkboxes.
Confirm your selection by clicking "Finish".