Step by step
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Click on the "Settings" sidebar > "Finances"
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In the "Finance" tab, go to the "Reminder" section
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Click on "+ Reminder"
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In the side panel, fill in the information as needed
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Click "Save"
Practical information
Pluriell allows you to set up to 3 reminders for your invoices according to your needs. Each email is customizable in French, Dutch, and English and is sent based on the recipient's language.
Each reminder is based on the number of days after the invoice status becomes "Overdue". For example, if you want your reminders to be sent every 15 days, configure them as follows:
- Reminder 1: 15 days after the due date
- Reminder 2: 30 days after the due date
- Reminder 3: 45 days after the due date
Once the reminders are configured, Pluriell operates as follows:
- The invoice becomes "Overdue" once the due date has passed
- X days after the status becomes "Overdue", reminder emails are sent
- If necessary, you can manually send a reminder.
You can choose not to activate the reminder per invoice if needed. If no due date is provided, no reminder will be sent.
Useful tips : Invoice reminders are only available if you send the invoice by mail via Pluriell