Reminder order checklist

If invoices are overdue but not visible when adding reminders, you can use the checklist below:

• Number of days in reminder set.

  You can check the settings of the reminder set by selecting Financial / Management / Settings and going to the Remind tab. Pay attention to the following settings:

  • Number of days in the reminder line

    The number of days in the first reminder line indicates the number of days the invoice is overdue. If a debtor has an outstanding item with an invoice date of 01-01-2016 and the payment condition is 30 days and the number of days in reminder line 1 is 30, the 1st reminder will then also be printed 30 days after the due date, thus on (01-01-2016 + 30 days + 30 days) = 01-03-2016.

  • If you have selected the Remind with reg. to previous reminder date instead of invoice date check box in the properties of the reminder set, and the second reminder line is 45 days, the second reminder will be printed or sent 75 days after the due date. Thus, in the example, on (01-01-2016 + 30 days + 45 days) = 14-04-2016.
• Collection from debtor.

  If you have recorded for the debtor that outstanding items are to be collected, you cannot add reminders for this debtor. Check the Automatically collect field on the Payment tab in the properties of the debtor.

  However, if for this debtor you have specified that outstanding items are to be collected, but at the invoice level you have NOT specified collection, then the relevant invoice WILL generate a reminder. 

• No reminder for the debtor.

  Check the Send reminder field on the Payment tab in the properties of the debtor.

• No reminder for the invoice.

  Check the properties of the invoice by going to Financial / Debtor / Overview / Outstanding items.

• Invoice collection.

  Check the properties of the invoice by selecting Financial / Debtor / Overview / Outstanding items and going to the Automatically collect field.

• End of reminder set.

  The reminder set has a few lines, each line has its own age in days. If you have added a reminder based on the last reminder set line, there will then be no further reminders.

• Credit note.

  If there are credit notes to be settled, then it can be that a reminder is not sent for an outstanding item.

  Example: An invoice of €100.00 is overdue and at the same time a credit note for €100.00 or higher is present. In this case the reminder for the invoice is not printed.

• Resend reminder.

  If you want to resend a reminder (e-mail), for example because you have discovered that the e-mail address of the customer was not correct, you can lower the value of the Number of reminders field in the invoice properties by 1. You can adjust this field in the invoice properties in the reminder order on the Invoices tab or via Financial / Debtor / Overview / Outstanding items, General tab. See also: View reminders via outstanding items