Sending Reminders

This article describes how to send reminders to those of your customers who have overdue payments.

What is described below is the most common process of sending reminders, though the process can be adjusted to suit the exact needs of your organization.

To send a reminder, follow these steps:

  1. Choose the Search icon, enter Unhandled Issued Reminders, and then choose the related link.
  2. Select the line with the customer to which you want to send a reminder.
  3. In the action bar, select Open Email to review the email, including the attachments, before sending it.


Because of the sensitive nature of reminders, many customers prefer to review reminders before sending them, as well as to adjust for any credit memos, etc., but this is of course not a required step in the process.

  1. In the action bar, select Mail > Send to send the reminder.


When you select Open Email, the job counts as printed. This means that the job is not displayed if you use the standard filter No. Printed = 0. If the filter has no value, all jobs are displayed.


There are three options to choose from regarding attachments to reminder emails:

  • Standard Reminders are send with a reminder PDF attachment and a ZIP/PDF archive containing the open documents the reminder covers.
  • It's also possible to attach all open documents as separate PDF files (not zipped or meged into a single PDF attachment).
  • The final option is to merge the related open documents into the reminder PDF, resulting in a single PDF multipage attachment covering the reminder and the open documents.

See also

Setting up Job Queues