From the open item list to the letter
What is overdue is prepared as a reminder letter. Address, amount, invoice and due date are already in it. The text stays editable before it goes out.
Reminders
A reminder letter the moment a customer is late
Overdue customers become a reminder letter you can still edit. Level, amount and due date are already on it, so nobody retypes a line. The stamp comes from the server and the history stays.
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Traceable instead of overwritten
Every approval writes person and server time. If the invoice changes afterwards, the old stamp no longer applies. It stays visible.
How it works
- 1
Look at the ageing
Overdue customers sorted by due date.
- 2
Open the letter
Level, amount and due date are already on the letter.
- 3
Adjust the text
Change the wording without retyping the numbers.
- 4
Approve and send
After approval the letter exists; the step is in the audit log.
Questions
Which reminder levels are there?
The level comes from the age of the item. The text per level stays editable, the due date is on the letter automatically.
Is the letter sent automatically?
No. The letter is prepared. Sending and the last look stay with a person.
Is the history kept?
Yes. Changes do not overwrite, they add new entries with person and server time.