This guide explains how to create and manage payment reminders in Logistiqo.
Reminders help you keep track of overdue invoices and remind customers when invoices have not been paid on time.
Opening the Reminder Module
- Go to Accounting > Reminder > Reminder.
- The table shows existing reminders.
- Select a reminder from the table to view or edit its details.
In the reminder overview, you can see information such as reminder number, customer, reminder level, reminder date, deadline date, total amount, and creation date.
Creating a Reminder from an Overdue Invoice
- In the drop-down above the table, change the view from Reminder to Invoice.
- The table now shows invoices that are overdue and can be reminded.
- Select one or more invoices from the table.
- Click New in the toolbar.
Logistiqo creates a new reminder for the selected invoice or invoices. The reminder details are displayed in the lower area of the screen.
Checking the Reminder
After the reminder has been created, check the reminder data before saving or sending it.
The Overview area contains information such as reminder level, reminder date, deadline date, customer contact, and your contact person.
The Amounts area shows the overdue amount, total amount, dunning charge, and possible dunning fee percentage.
The Reminder Details table shows the invoices included in the reminder, including invoice number, invoice date, due date, days overdue, remaining amount, and total amount.
Reminder Level
The reminder level is assigned automatically when the reminder is created.
If an invoice has already been reminded before, the next reminder usually receives the next reminder level automatically. You can check or adjust the reminder level in the Reminder Level field if required.
Reminder levels can be configured separately under Accounting > Reminder > Reminder Levels.
Adding More Invoices to a Reminder
If you want to add additional overdue invoices to an existing reminder, switch the table view to Invoice, select the relevant invoice, and click Add.
The selected invoice is then added to the current reminder, provided that it belongs to the same customer and can be included in the reminder.
Saving the Reminder
Click Save in the toolbar to save the reminder.
After saving, the reminder is stored in the system and receives a reminder number.
Printing the Reminder
You can print the selected reminder or generate it as a PDF.
- Select the reminder.
- Click Print in the toolbar.
- Choose the required print option if prompted.
Sending the Reminder by Email
You can send the selected reminder directly by email from Logistiqo.
- Select the reminder.
- Open the email function, for example via File > Email.
- Check the recipient, subject, attachment, and email text.
- Click Send Mail.
The reminder PDF is attached to the email automatically.
Including Paid Reminders
By default, paid reminders may no longer be shown in the reminder overview.
If you want to display reminders for invoices that have already been marked as paid, activate Include Paid Reminders.
This allows you to view older or already settled reminders again if required.
Important Note
Before sending a reminder, check the included invoices, customer contact, reminder level, reminder date, deadline date, dunning fees, and total amount.
If an invoice was already paid or should not be reminded, remove it from the reminder before saving or sending.