Payment reminders in action
An animated simulation of the app screen, step by step.
- The invoice is past its due date: it is flagged as overdue.
- Open the document’s Options menu.
- The menu lists the actions available for an unpaid invoice.
- Choose Send reminder.
- The reminder window opens.
- Amount, balance due, due date, days overdue and reminders sent are summed up.
- Choose the level: friendly reminder, firm reminder or formal notice.
- Check the subject and the message, then send the reminder.
- The reminder goes out and joins the invoice history.
What Payment reminders does
An invoice becomes overdue as soon as its due date has passed and a balance remains: Novadesko shows it in red in the list and on its page. From the Options menu, Send reminder opens a window that sums up the total amount, the outstanding balance, the due date, the days overdue and the reminders already sent.
You choose the level, friendly reminder, firm reminder or formal notice: the subject and the message are filled in from that level’s template and stay editable. When an SMS integration is active, the reminder can also go out by text message to the customer’s number.
Every reminder is tracked: the invoice page counts the reminders, the email history shows whether the reminder was delivered and opened, and the unpaid invoices widget on the dashboard shows the date of the last reminder.
Who is it for?
Belgian self-employed people, SMEs and service providers who invoice at 30 days and want to collect unpaid invoices without writing every reminder or keeping a separate follow-up sheet.
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Overdue invoices spotted
Due date passed and balance open: the invoice carries the Overdue badge everywhere and the list counts them.
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Three reminder levels
Friendly reminder, firm reminder then formal notice, each with its own message template.
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Tailored message
The subject and the text are prefilled with the invoice number and can be edited before sending.
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Email and SMS
Also send the reminder by SMS to the customer’s number when your SMS integration is active.
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Reminder history
Number of reminders, delivery and open status of each email, date of the last reminder.
Try it yourself
Create your workspace and turn this module on during the 14-day free trial.