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.
Manual reminders
It is always possible to send a manual reminder. Manual reminder is sent from the header menu on the invoice, press the three dots and select send invoice reminder.
You can then select template (if you have multiple reminder templates), and if needed edit the email address the reminder should be sent to. Its also possible to update the email body with a custom text.
Automatic invoice reminders
Younium can also automatically send reminders to your customers. Before you configure your reminders you must upload a Invoice reminder template. When your Younium environment is seeded (created) we will have uploaded a standard template for your. These can be configured at a later stage. Go to Settings>Document templates> Invoice Reminder.
To configure your Invoice reminders, go to: Settings > Invoices > Invoice settings> Automatic invoice reminders
Before you customize your message in your reminders section you need to decide when to send your reminders. Younium supports two different reminder calculations:
- Days after due date
- Number of days since last reminder
The latter is what Younium recommend to use. The reminders will then be sent based upon when the last reminder was sent, not when the invoice due date happened. To use number of days since last reminder use the setting: <
- Settings> Invoices> Invoice settings> USE AMOUNT OF DAYS SINCE LAST REMINDER> Yes.
To set up Automatic Invoice reminders then go to Settings> Invoices> Invoice settings> Email configurations for invoices> Tab: Automatic Invoice reminders.
In the tab Automatic invoice reminders it is possible to configure up to five automatic reminders. If you use Days after due date as your base for calculations to send them out you will use the left hand column settings on Automatic invoice reminders. If you use Number of days since last reminder, use the right hand settings.
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 an 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.
Activate Invoice reminders
To start sending out invoice reminders you must set up a job to send them out. The invoice reminder job is set up under:
Settings>> General>> Scheduled Jobs>> Schedule job>> Send invoice reminder
- Set description to what ever you want to call the job
- Set the job to start (we recommend the day after or the current day).
- Set Is recurring to Yes
- Set Repeat every to 1
- Set Repeat interval to day
The setting above will create a job that will run every day and will send out the invoice reminders according to the logic you created in the se