If you wish to remind your customers of their overdue invoices, here is how to do it in 3 steps :
- Step 1: Create a filter
- Step 2: Select sorted invoices
- Step 3: Send reminders
First :
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Go to the Invoice module :
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In the left-hand menu, select All
Step 1: Create your filter
To retrieve the list of invoices that need to have a reminder, you need to sort them.
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Choose the Type : Invoice
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Choose the State : Sent
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Choose the Period : Due date
NB: Here you choose a maximum due date, so if I want to have my invoices with a due date that is 30 days past, I set a date 30 days earlier, as shown below, so that invoices dated 09/16 or earlier will appear.
The sorting is done
Step 2: Select sorted invoices
To select all the invoices you have just sorted, click on the arrow next to the check mark to see the menu and then click on All invoices.
From this point on, other buttons become active in the top right-hand corner.
Step 3: Send reminders
The buttons at the top right of the results appear as soon as the sorted invoices have been selected.
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Then click on Send by email
Fields marked with an * are mandatory :
- If a external credential is create for it, you can use it to complete the parameters with default value.
- By default, your email address is indicated in SMTP account.
- Choose Contact to use
- Choose Invoice contact to use
- Choose the content to send
- Choose the tag(s) to add to the invoice
- Choose email subject
- Choose email header
- You can also add the Function of the person to whom you are sending the message.
- Force PDF re-generation (slower): this is necessary if you have modified a pdf matching/Template, as it forces you to remake the invoice pdf from 0 (instead of using the pdf already saved on the invoice).
Finally, click on Next