Reminders are sent to customers for invoices that are overdue. A reminder is sent for each overdue invoice and is based on a different document template than the invoice.
It is always possible to send a manual reminder. Manual reminder is sent from the context menu on the invoice:
You can then select template (if you have multiple reminder templates), and if needed edit the email address the reminder should be sent to.
Automatic invoice reminders
Younium can also automatically send reminders to your customers. These are configured under Settings > Invoices > Invoice. In the tab Invoice reminders it is possible to configure up to five automatic reminders, each with a configurable number of days after invoice due date.
The reminders set under the tab Invoice reminders are sent out to all customers that does not have an Invoice setting group defined. Invoice setting groups are designed to make it possible to have reminders with different configuration to different group of customers. The most common example is to send reminders in different languages to different customers.
Invoice setting groups
Invoice groups are defined in Settings > Invoices > Invoice groups.
The invoice groups are then available under the tab Custom invoice reminders where you can configure an unlimited number of reminders with separate configuration.
If a customer does not have a Invoice group value, the customer will get the default Automatic invoice reminders.
Both default and custom invoice reminders are sent to the email address Reminder email on the Account. If this field is blank it is sent to the Invoice email address. To also send reminders to the CC email on the Account, there is a configuration parameter under Settings > Invoices > Invoice.