Sending an e-mail reminder to your overdue customers is a simple but effective way to get paid quickly and avoid non-payment.
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 or use existing templates.
Steps:
Go to the account you wish to relaunch.
Click on Write an e-mail on the Activity section.
Enter information (Recipient, Subject).
Insert an email template by clicking on Insert, create or update a template.
Select a standard template or the template you have created
Click on Attach file to attach the invoice.
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
Go to your Invoices.
Click on Settings.
Then select New.
Give your list view a name (e.g. Dunning Level 1).
Select the users who will be able to see this list view.
Confirm your list view.
Select all the filters to display the invoices to be dunned.
Save your filters.
And there you have your list view Dunning Level 1 is created and you can find it like this:
Follow-up on reminders
You can track your dunning notices with the Frisbii Invoices due by dunning level.
Steps :
Go to the Reports tab.
Type Dunning in the search bar.
Click on Invoices due by dunning level.
You can customize this report using filters (according to your needs).
Now you can keep track of your reminders!