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When an invoice due date has passed, you will want to remind a customer (customer, debtor).
The package allows you to send invoices with the status 'Sent', with 2 options:
- Sending 1 single invoice
- Sending multiple invoices at the same time
Reminding 1 single invoice
Open the invoice from the Invoice overview page
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Under Invoice Layout on the right side of the page, we now open the list of available Invoice Layouts
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In this example we choose 1st - Reminder and then press
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After this you will be asked for confirmation, due to the fact that this action will result in adjusting the current invoice format.
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PressImage Removed
You will now see that the layout of the invoice has been adjusted according to the chosen Invoice Layout
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druk nu op de knop Image Removed
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Druk op Image Removed
De aanmaning wordt nu verstuurd en tevens zal de status van de factuur zijn gewijzigd in '1e keer aangemaand'
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Het aanmanen van meerdere facturen tegelijk
Het kan voorkomen dat er meerdere facturen moeten worden aangemaand, ga hierbij als volgt te werk:
In de Factuur overzichtpagina, selecteer aan de linkerzijde van de pagina 'Verzonden' als status welke in het overzicht moet worden getoond.
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Selecteer nu de facturen welke je wilt gaan aanmanen
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Druk nu op Image Removed
Het volgende venster wordt nu getoond
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Selecteer het gewenste toe te passen ontwerp en druk op Image Removed
Het gekozen Factuurontwerp zal nu op de aan te maken facturen worden toegepast
Terwijl de aan te manen facturen in de pagina zijn geselecteerd, druk op Image Removed
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In het verzoek om bevestiging druk je nu nogmaals op Image Removed
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Now press Image Added
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Press Image Added
The reminder will now be sent and the status of the invoice will also have changed to 'Reminded once'
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Reminding multiple invoices at once
It may happen that multiple invoices need to be sent, proceed as follows:
In the Invoice overview page, select 'Sent' as the status on the left side of the page which should be shown in the overview.
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Now select the invoices you want to send reminders
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While the invoices to be reminded are selected in the page, pressImage Added
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Now press again in the confirmation request Image Added
The reminders now will be sentDe aanmaningen worden nu verstuurd.