Fact allows you to monitor the payment of invoices by indicating "Delay" when the due date of the invoice has passed. It is then possible to send reminders by e-mail to customers in case of late payment.
As soon as the due date of an invoice (Deposit invoice and invoice) is overdue, and if no payment has been recorded, it will automatically switch to the "Delay" status. |
You can easily search for delayed invoices using the search module
voir l'article : "How to search a document?"
You also have the possibility to send grouped reminders per customer.
see the article : "Grouped actions" |
Send a reminder email
Go to the “Documents” menu
Select the document type “Invoices” or “Deposit invoices”
Select the delayed invoice you wish to dun (just click on it to access it)
Once on the invoice, click on the "Send a reminder" button
Select the reminder level and modify the email body and options if necessary
Finally, click on "Send" to validate the sending of the reminder to your customer
View a customer's reminders list
From the customer file, it is possible to consult the list of reminders already sent. It is also possible, for each invoice, to know how many reminders have been sent and to directly send a new reminder.
