Process multiple reminders and drafts

With this feature you can process multiple payment reminders or invoice drafts at once.

If you have unpaid overdue sales invoices you can choose to create reminders for these invoices, or a selection of unpaid invoices, all at the same time. Even if you process multiple reminders at the same time, the functionality allows you to add a late payment fee and set how to send it for each invoice you want to send a reminder for.

  1. Choose Sales - Sales invoices.
  2. Choose Unpaid sales invoices.
  3. Choose Create multiple reminders.
  4. Mark the invoices you want to send reminders for.
  5. Select how to send the invoice reminders and if you want to adjust the late payment fee.
The fee for late payment is retrieved from Settings - Company settings - Invoice settings but can be adjusted for each invoice. If you have activated the Reminder management feature, it will be preselected on all invoices and all handling, including the reminder fee, is managed automatically.
  1. Choose Apply actions.

If you have draft invoices saved you can choose to invoice all, or a selection of them, all at the same time.

  1. Choose Sales - Sales invoices.
  2. Choose Drafts.
  3. Choose Process multiple draft invoices.
  4. Mark the drafts you want to make invoices of.
  5. Select how to send the invoices. It is possible to differentiate how to send each invoice.

Possible options: Send by email, Create PDF, Send e-invoice, Send as letter, and Send via Kivra.

  1. Choose Apply actions.

Related topics

Company settings
Reminder management
Send payment reminders manually

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