Invoice reminders

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Invoice reminders

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If you have created invoices in your system, you can also create invoice reminders. Open your billing manager by clicking on "Windows" -> Billing module.

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If you right click on an invoice item, you can create an invoice reminder

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Enter all your invoice reminder detail data in this dialog.

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To preview your invoice reminder, click on the button in the bottom left corner.

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If you need to edit the template "XT_REMINDER", make sure to save the template with a different name. It only has to start with XT_REMINDER in order to be listed in your drop down list. Name it for example XT_REMINDER_your_company_name.

You can send you Invoice reminder directly through email in this dialog, if you check the box "Send invoice reminder when closing dialog".