Reminders – Now Including Original Invoice

The structure of the reminder has been updated: A cover letter is followed by the original invoice. This eliminates the need to search for and send the original in case of inquiries. As part of this optimisation, the previous two-part introductory and closing text is replaced by a new standard text.

The cover letter is composed as follows and can still be customised or predefined in the settings under "Invoicing".

1. Info Block
This contains the most important references: date of the reminder, invoice number to which the reminder refers, and the date of the grace period.

2. Title
This can now also be predefined (1).

3. Reminder Text
The standard reminder text directly references the important details: invoice number, invoice date, outstanding amount. Please adjust the new standard text (2) if necessary – for example, if the notice for reminder fees is not needed. Variables can also be used here, or a page break can be created if necessary – see the note on standard texts (3).

(English image not yet available)


IMPORTANT – Note on Editing Existing Reminders
If you edit existing reminders, the format will change here as well. The following approaches are recommended:
a) Delete the previous reminder and quickly create a new one so that the standard text is filled in directly.
b) Cancel the edit and copy the text from the previous PDF > edit reminder > paste text.

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» Interesting article on empathy & delinquent clients