For unpaid overdue invoices, the web application includes a feature for sending payment reminders. Below, we will walk through the complete process of setting up and using this feature.

Reminders have their own dedicated module. The easiest way to access it is by using the web application search.

The default reminder templates are already pre-configured by us. All three basic reminder types and accounts receivable inventory are covered.

The default reminders can be customized freely. Only one record can exist for each reminder type (first column). The reminder sending process works with the type on the assumption that exactly one record always corresponds to a given type.

The complete content of the reminder print report is available for editing. In addition to modifying the default text, you can also add a translation in a foreign language. The available languages are defined in the settings — for more information, please refer to our documentation.

Once everything is configured, we can proceed to generating the reminders.

The reminder sending functionality can be found at the bottom of the issued invoices section, under the additional functions button.

Selecting this option opens the reminder sending module. By default, all overdue invoices are displayed.

Within the module, you can apply any filter to locate a specific invoice (if you do not want to send reminders for all loaded invoices). In addition to filtering, you can also work with column settings.

You can also choose which type of reminder you want to send. By default, all types are available, but you can select only the first one, for example. If you do so, only invoices for which the first reminder is due to be sent will be displayed.

If you select the second reminder, only invoices that have a first reminder date recorded but no second reminder date will be displayed.

Once you have confirmed the desired filtering, you can proceed to the actual sending. Before confirming the send, you need to select the required invoices. You can also select all displayed invoices at once.

A prerequisite for sending a reminder is that an email address is included in the given invoice. When sending a reminder for a single invoice, you have the option to enter the email address manually.

When sending reminders for multiple invoices, email addresses must already be included in the invoices.

The language selection is available at the bottom of the form. Any reminder translations configured in the settings will also be applied based on this selection.

As mentioned above, only the appropriate reminder is ever offered for sending. For example, if no reminder has been sent for an invoice yet, only the first reminder will be available to send.

Confirm the sending of reminders by clicking the "Send by email" button. It is worth noting that sending reminders requires a configured SMTP server.

You will be notified of the sending result via a notification in the bottom-left corner of the screen.

The date of the most recently sent reminder is always recorded on the corresponding invoice. If you cannot see the reminders tab, you can display it by using the form field settings.

If the sending is unsuccessful, you will be informed of the reason via an error message. Below is an example of what is displayed when an SMTP server has not been configured.

Using the web interface notification center, you can receive alerts informing you about invoices that should have been reminded but have not been.

You can enable this option in the company settings, on the Experiments tab.

When this option is enabled and the issued invoices module contains a document that should be reminded, you will be notified in the bottom-left corner of the application.

Is it possible to send reminders via the API?

Not at this time; however, this functionality is planned for future implementation.

Is it possible to send reminders automatically?

Yes, through an external application. All information about its setup and usage can be found on our website.

Is it possible to send the reminded invoice as an attachment to the reminder email?

This is not currently possible; the email only contains information identifying the relevant invoice.