In the invoice workflow, you determine when an invoice is due. If an invoice has not been paid on time, you can send a reminder.
You can set up to three reminders in a workflow. Congressus automatically keeps track of which reminders have already been sent for an invoice. Based on this, the correct reminder is sent.
Overdue invoices
Invoices whose payment terms had expired are assigned the "late" status in Congressus Manager. This occurs automatically the day after the invoice was due.
In the invoice overview, you can filter by invoice status "late." Each expired invoice also shows the number of times it has expired.
Sending reminders
You can send a reminder for overdue invoices.
View the invoice.
Click 'Send > Send reminder' in the top right corner.
Customize the sending method and the reminder text.
Click 'Send reminder'
Send bulk reminders
You can also remind multiple overdue invoices or all invoices at once.
Go to 'Invoices'.
Click 'Actions > Send reminders' in the top right corner.
Select the invoices you want to remind. You can remind all overdue invoices by clicking the 'Remind all invoices' button at the bottom of the page.
Choose the reminder sending method.
Click 'Send reminders'
Send reminders automatically
You can automatically send reminders when an invoice is due. You can schedule this through the invoice workflow. You can configure each reminder to automatically send.
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