Configure reminders
Reminders are sent to debtors who do not pay their invoices on time. In the configuration you specify when (after how many days) you send reminders and the layouts you want to use for this purpose.
Description
The reminders are sent on the basis of reminder sets. A reminder set has the following properties:
- You determine when the reminders are sent (for example after 10, 30 and 60 days).
- You select the layouts that you want to use for the reminder letters (for example, a friendly reminder after 10 days, a regular reminder after 30 days and a notice of default after 60 days).
You can use different reminder sets. When you generate reminders, you select the desired reminder set. This setup allows you, for example, to use separate reminder sets for Dutch and English reminders. The age settings can also vary by reminder set: for example, for large customers you use a separate reminder set with generous settings, because you do not want to 'bother' these customers with reminders too quickly.
Procedure
- Add reminder report layouts
- Add a reminder set
- Set the interest on reminders
- Configure the e-mail server and general sender in an environment
- Configure a report layout and message template for e-mailing reminders
- Record the issue method for each debtor