Reminders
The Invoicing Reminders section is used to manually generate bulk reminders and provide an overview of both manually generated as well as automatically generated reminders. More about the automatic generation of reminders here.
Generate
On this page, you can manually generate reminders and then work with them further.
You can create them by clicking on Generate reminders.
Name - You can use templates or change the default settings or fill them in anew.
In the overview, you can find out when given reminders were generated, how many there were, who generated them and with the help of which template they were created.
You can also do the following things here:
- Display reminders for clients with a postal money order template
- Display reminders for clients without a postal money order template
- Display reminders for clients with a postal money order template and the Invoice by post option activated
- Display reminders for clients without a postal money order template and the Invoice by post option activated
- Display clients without an email address and a telephone
- Send reminders to clients’ email addresses
- Send reminders by SMS
- Display the details of individual reminders
- Delete a reminder
History
This page provides an overview of automatically generated reminders. You can find here the following information:
- The date and time when reminders were sent
- The template used
- The number of reminders sent
You can filter the list according to month, year and template used.
Details of individual reminders can be displayed by clicking on the icon in the last column.