Reminder with invoice(s)

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Reminder with Invoices

This module lets you add overdue invoices to the reminder. The func­tion only covers sen­ding remin­ders via e‑mail.
The reci­pient no longer has to search for the invoice after the initial send or ask for it again. 

Price:

One-time purchase wit­hout a recur­ring sub­scrip­tion Fr. 575.- excl. VAT. Order via e‑mail to d.pechmann@danexo.ch

Object range 6670x
Sup­ported lan­guages: DES=German (Switz­er­land) and ENU=English

Setup:

For all users who create and/or register remin­ders, the per­mis­sion “DXO REMINDER INVOICE” must be granted.

A new field “Include invoice” in the reminder methods lets you define whe­ther the cor­re­spon­ding reminder lines should have the related invoices attached.

A new field “Sup­press reminder attach­ment” lets you con­trol whe­ther the docu­ment Regis­tered Reminder should be sup­pressed when sen­ding the reminder. This makes sense in par­ti­cular if the e‑mail points out the out­stan­ding invoices. If both fields are enabled, only the overdue invoices are atta­ched to the e‑mail.

Create reminder

On the reminder there is a new field “Include invoice”. This is pre­filled accor­ding to the reminder code, but can be changed indi­vi­du­ally here. 

Register reminder

The entered reminder is regis­tered using the “Register…” func­tion. Select the Print E‑Mail option. 

The e‑mail opens for preview.

Registered Reminder

You may want to resend remin­ders that have already been regis­tered. Before or after “Send by E‑Mail”, you can define whe­ther the invoices should be attached.
After imple­men­ting the exten­sion, exis­ting regis­tered remin­ders can also be sent with the invoice attachments.