Visma eEkonomi Smart

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. You also cannot undo a sent reminder. Settings for reminders are configured under Settings - Company settings, the tab Invoice settings.

Reminders cannot be sent as e-invoices.

The fee for late payment is retrieved from Settings - Company settings, the tab Invoice settings but can be adjusted for each invoice.

If you have registered a payment for a part of the invoice, the payment reminder shows the outstanding amount. This may come into play, for example, if you work with ROT/RUT deductions and have not been granted a full tax reduction for an invoice. A text will then be displayed on the payment reminder to inform the customer that they must pay the remaining 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.
Send payment reminder via Kivra	The payment reminder is sent automatically to your customer's Kivra inbox.
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.

Make a smart choice!

If you have sales invoices that are overdue you can use Visma Påminnelse Direkt, which is a service free of charge from Amili (formerly known as Visma Financial Solutions), where you get help with collecting payments for overdue invoices. We take care of the late payment interest and the collected late payment interest is automatically paid out to you. Read more in the topic Visma Påminnelse Direkt.