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How do I send a payment reminder?

This help article applies to version 4.5 and later of epicraft Invoice

This help article describes how you send and view payment reminders in epicraft Invoice.

Send a payment reminder

You use the Reminder button on an invoice to preview and print a payment reminder.

How to send a payment reminder

  1. Open an invoice from the meny option File->Open->Invoice.

    Click image to view larger version

  2. Click the Reminder button to preview and print a reminder for this invoice.

    Click image to view larger version

  3. While previewing the payment reminder you can choose to print it, save as a PDF
    or send it to the customer by e-mail.

  4. If a print options is used, a payment reminder is created for the invoice.

    A payment reminder for an invoice is removed either by marking the invoice as paid,
    creating a credit invoice or deleting it.

View payment reminders

you can view

How to view payment reminders

  1. From the main menu, go to Tools->Reports, select Payment Reminders.

  2. Payment reminders listed are ordered by date and customer.
    If you have sent several payment reminders to a customer, they are all listed in
    date order grouped by customer.

  3. While previewing the payment reminder report you can choose to print it,
    save as a PDF or send it to the customer by e-mail.

  4. A payment reminder for an invoice is removed either by marking the invoice as paid,
    creating a credit invoice or deleting it.

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