Fact makes it possible to track invoice payments by displaying the status Delay when the due date has passed without any recorded payment. Email reminders can be sent to clients to regularize the situation.
Overdue Invoices
When an invoice (or deposit invoice) passes its due date without a payment being recorded, it automatically changes to the "Overdue" status.
The search tool can be used to easily locate these overdue invoices.
See : Search a document
Send a reminder email
Open the Documents menu.
Navigate to the Invoices or Deposits tab.
Select the overdue invoice by clicking on it to open.
Click the Send a Reminder button.
Choose the desired reminder level (e.g., first, second, etc.) and customize the email content if needed.
Confirm the sending by clicking Send.
Send multiple reminders at once
It is possible to send grouped reminders, allowing the management of several overdue invoices at once. Here’s how:
Open the Documents menu.
Use the checkboxes to select multiple overdue invoices.
Click Send a Reminder.
Group reminders by client (a single email will be sent to each client, including all overdue invoices).
Confirm the sending by clicking Send.
Customize reminders
Reminders sent by email use adaptable templates. The content can be adjusted based on specific needs.
Les relances envoyées par mail utilisent des modèles adaptables. Le contenu peut être ajusté selon les besoins.
Track reminders
From a client's file, it is possible to:
View the list of reminders already sent.
See how many reminders have been sent for each invoice.
Send a new reminder directly.
