Send Reminder for payment of Invoice - eEkonomi

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I would like to have the possibility to send a reminder to customers how to have invoices close to the payment date or that are overdue. This could be configured as a template with some variables. So we just click send a reminder and it would send it to the customer.
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jdias

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Sofia Johansson, Moderator

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Hi!

I understand that this possibility would be good, so I'm taking it further.


Have a great day!

/Sofia 
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Sofia Johansson, Moderator

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Hi!

I took another look at this possibillity, and found information about this here
According to verksamt.se, you should send the reminders after due date. Therefore, this is not possible in eAccounting.

Have a great day!

/Sofia 
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jdias

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Hi Sofia,

Why not? I think that it could be possible to send the reminder, manually, when the invoice have pass the due date, not before. Right?

Thank you for now and have a nice day also!

BR,
/João
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Sanna Theodorsson, Fd Moderator

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Hi jdias!

In eAccounting you can't send the invoices before the due date has passed, all according to swedish rules. Usually you wait a few dates after the due date has passed because if the customer pays at the last date it might take a few days before you see the money on you bank account. 

If you have unpaid inovices in your list you can click at "Process multiple invoices" in eAccounting. Here the program will show you all the invoices were the due date has passed and you can send a reminder for them all at the same time. You can send them by email or print the to PDF.

Best regards
Sanna
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jdias

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Hi Sanna,

You say I can send a reminder, but where can I have the email template for the reminder? Now what I am doing is sending it manually from my Outlook client. 
I cannot find any reminder feature on Visma eAccounting.

Best Regards,
Jão Dias
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Linnéa Sterner, Moderator

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Hi!

When you click on the invoices that is past paydate - you can choose Actions - Payment reminder

/ Linnéa
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jdias

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Thanks Linnéa. Now I saw that feature :)

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