This article explains how to send reminders to customers who have overdue payments. The process described below is commonly used, but you can adjust it to fit your organization's needs.
To send a reminder, follow these steps:
- Select the icon, enter Unhandled Issued Reminders, and select the related link.
- Select the line with the customer you want to send a reminder to.
- On the action bar, select Actions > Other > Open Email to review the email and its attachments before sending.
There are three options to choose from regarding attachments to reminder emails:
Standard Reminders are sent 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 merged 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.
Some customers prefer to review reminders and make adjustments, such as credit memos, before sending them. However, this step is optional in the process.
On the action bar, select Mail > Send once you're ready to send the reminder.
If you choose Open Email, the job will be counted as printed. As a result, it won't be visible when using the standard filter No. Printed = 0. If the filter has no value, all jobs will be displayed.