Visma eAccounting Standard
Send payment reminder
If an invoice is overdue, you can send a payment reminder to the customer. Please note that the original invoice is not included in the reminder email. Settings for reminders are configured under Settings - Company settings, the tab Invoice settings.
Reminders cannot be sent as e-invoices.
If you have registered a payment for a part of the invoice, the payment reminder shows the outstanding amount.
- Select Sales - Sales invoices.
- Select the tab Unpaid sales invoices.
- Select the invoice for which you want to send a payment reminder.
The feature Process multiple invoices allows you to create payment reminders for multiple invoices all at the same time.
- Select Actions - Payment reminder.
- Decide if you should add a late payment fee. You can delete the row with the fee if you do not wish to add a fee.
- Select one of the following:
Send payment reminder by email | The payment reminder is sent automatically to the email address that is indicated for the customer in the customer register. |
Create payment reminder PDF | The payment reminder is saved as a PDF and can be printed out. |
On the original invoice you find information about original due date, payment reminder date, late payment fee and how the payment reminder was sent.
Related topics
Credit invoice | |
Company settings | |
Process multiple reminders and drafts | |
Visma PĂ„minnelse Direkt |