Reminding invoices

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Reminding invoices

Invoices possess a creation date and a period date, starting from which reminders can be produced. Blue Chameleon enables to produce such reminders for all invoices that are past due date, via / . At least one 'Reminder'-type work set has to be defined for reminding operations to work.

The following picture then shows what options can be chosen, amongst other the reminder type (first, second or third), the expiration date, the minimum amount,... :

**Figure 5.39:** Choices by which to display open invoices.

Upon validation by , next screen displays, as shown in the image below, a list of clients with open invoices, and for each of them, their list of invoices. Thanks to tick boxes, it is possible to select or de-select particular clients and/or invoices.

Also, the corresponding debit/credit/balance are conveniently displayed. Next, reminder options are chosen : whether to send reminder by mail and send bill by mail, also, if applicable adding an invoice with the corresponding reminder charge.

**Figure 5.40:** Making choices on clients to whom to send reminders, and for which invoices ; and setting contact options.

Finally, confirmation screen shows how many invoices have been reminded, and for which amount.
As a result of this reminding, on the Client Management Page of the involved clients, 'Billing :' is now set automatically to 'First reminder' :

**Figure 5.41:** Billing status is updated automatically for reminded clients.

Next: Looking for and displaying Up: Reminders and payment requests Previous: Billing statuses