How to send payment reminders for unpaid outgoing invoices?

Navigation path: Finances → Outgoing invoices → Unpaid outgoing invoices totals

Use this instruction when you need to send payment reminders to customers for unpaid outgoing invoices.

Open Finances → Outgoing invoices → Unpaid outgoing invoices totals.

To2. seeIn the correctDue listdate offield, unpaid invoices, setselect the Due date  you want to check.check The(usually systemtoday).
3. CLOUDEX TMS will displayshow allthe invoices that were still unpaid onfor thatthe Dueselected due date.

If no date is selected, the system will display all unpaid invoices. But usually payment reminders are sent for delayed invoices.

1)4. Select allthe orcustomers yourfor chosen Clientswhom you want to send invoice payment remindersreminders.
5.
2)Click Choose Send payment reminders. sunction

6. In nextthe windowreminder itwindow, isselect possiblethe to chooserequired payment reminder texttext.
7. andIf needed, select Attach unpaid invoices as PDFs.
8. (unpaidSend invoices will be added tothe payment reminder as separate attachments)reminders.

Invoice

Where will the payment reminders willreminder be sent?

CLOUDEX TMS sends the payment reminder using this order:

To the customer’s Reminder email. If the Reminder email is empty, to the customer’s Invoice email. If both fields are empty, the reminder is sent to eachthe clientmanager Reminderresponsible email,for if client Reminder email is empty then to Invoice email othervise payment reminder will be sent to Manager who gavethe order which isincluded in invoicethe