: : Issuing Reminders to Customers by E-Mail

Open a customer record sheet and go to Edit > Dashboard > Arrears follow-up.

Under the Arrears follow-up tab, you get the list of the customer's contacts and the list of not paid invoices.

Reminder:

Only the Decision-makers, Financial interlocutors, Main interlocutors will be displayed in the list.

The email used will be the one defined in the Identity section or in the Contact details of the customer's contact section.

If both emails are entered, the one entered in the Contact details of the customer's contact section will be retrieved.

Issue Reminders to the Customers

  1. Select the relevant contact(s) or invoice(s).
  2. Make a right click on the list of invoices and select the relevant option:

Update Arrears Information

Once the reminder sent, you must update the arrears information to be able to follow them up. You can make a unitary update or make several updates at the same time.

To update the various pieces of information at one time, right click on the lines and select Modify arrears information in batch.

To make a unitary update, open the invoice line to check its details.

Note:
The due date status can be configured.
Each time you update the Comments fields, you can get a history of the actions.