---
title: "Follow-up of reminders, manual sending of pre-formatted reminder e-mails"
slug: "suivi-des-relances-envoi-manuel-de-mails-de-relance-pré-formatés"
updated: 2025-12-31T10:22:31Z
published: 2026-01-07T10:04:09Z
canonical: "help.frisbii.com/suivi-des-relances-envoi-manuel-de-mails-de-relance-pré-formatés"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.frisbii.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Follow-up of reminders, manual sending of pre-formatted reminder e-mails

Sending an e-mail reminder to your overdue customers is a simple but effective way to get paid quickly and avoid non-payment.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-M4USKPR8.png?sv=2026-02-06&spr=https&st=2026-10-28T05%3A51%3A22Z&se=2026-10-28T06%3A51%3A22Z&sr=c&sp=r&sig=zw%2Bo%2Bkne4qtR0WapiRXNTk0LPEJt7WJVh7zw3KBXzoU%3D)

## Pre-formatted reminder e-mails

If you want to send a manual reminder e-mail, you need to start by setting up [an e-mail template](https://sofacto.force.com/support/s/article/Automatisation-Relance-Creation-du-processus?language=fr#ModeleEmail) or use existing templates.

### Steps:

1. Go to the account you wish to relaunch.
2. Click on *Write an e-mail* on the **Activity** section.
3. Enter information (Recipient, Subject).
4. Insert an email template by clicking on **Insert, create or update a template**.
5. Select a standard template or [the template you have created](https://sofacto.force.com/support/s/article/Automatisation-Relance-Creation-du-processus?language=fr#ModeleEmail)
6. Click on **Attach file** to attach the invoice.
7. Send.

## Customized list views for reminders

You can also create customized list views for a clearer, faster overview of which invoices need to be dunned, and at what dunning level. To do this:

### Steps

1. Go to your **Invoices**.
2. Click on *Settings*.
3. Then select **New**.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-58SI5A7H.png?sv=2026-02-06&spr=https&st=2026-10-28T05%3A51%3A22Z&se=2026-10-28T06%3A51%3A22Z&sr=c&sp=r&sig=zw%2Bo%2Bkne4qtR0WapiRXNTk0LPEJt7WJVh7zw3KBXzoU%3D)

1. Give your list view a name (e.g. Dunning Level 1).
2. Select the users who will be able to see this list view.
3. Confirm your list view.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-336TV5EP.png?sv=2026-02-06&spr=https&st=2026-10-28T05%3A51%3A22Z&se=2026-10-28T06%3A51%3A22Z&sr=c&sp=r&sig=zw%2Bo%2Bkne4qtR0WapiRXNTk0LPEJt7WJVh7zw3KBXzoU%3D)

1. Select all the filters to display the invoices to be dunned.
2. Save your filters.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-0ZJTNNSJ.png?sv=2026-02-06&spr=https&st=2026-10-28T05%3A51%3A22Z&se=2026-10-28T06%3A51%3A22Z&sr=c&sp=r&sig=zw%2Bo%2Bkne4qtR0WapiRXNTk0LPEJt7WJVh7zw3KBXzoU%3D)

And there you have your list view Dunning Level 1 is created and you can find it like this:

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-QNKWL87U.png?sv=2026-02-06&spr=https&st=2026-10-28T05%3A51%3A22Z&se=2026-10-28T06%3A51%3A22Z&sr=c&sp=r&sig=zw%2Bo%2Bkne4qtR0WapiRXNTk0LPEJt7WJVh7zw3KBXzoU%3D)

## Follow-up on reminders

You can track your dunning notices with the **Frisbii Invoices due by dunning level**.

### Steps :

1. Go to the **Reports** tab.
2. Type *Dunning* in the search bar.
3. Click on **Invoices due by dunning level**.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-U60TTOIH.png?sv=2026-02-06&spr=https&st=2026-10-28T05%3A51%3A22Z&se=2026-10-28T06%3A51%3A22Z&sr=c&sp=r&sig=zw%2Bo%2Bkne4qtR0WapiRXNTk0LPEJt7WJVh7zw3KBXzoU%3D)

1. You can customize this report using filters (according to your needs).

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-BEK72LEH.png?sv=2026-02-06&spr=https&st=2026-10-28T05%3A51%3A22Z&se=2026-10-28T06%3A51%3A22Z&sr=c&sp=r&sig=zw%2Bo%2Bkne4qtR0WapiRXNTk0LPEJt7WJVh7zw3KBXzoU%3D)

Now you can keep track of your reminders!