You can send a reminder about an invoice to your customer via email directly from Severa. You can send a reminder for invoices that have been sent and whose due date is in the past. The reminder will include a PDF invoice file named Reminder invoice.
To send a reminder invoice, open the original invoice in the system, for example, from the Invoices view by clicking the invoice number:
Click Send reminder
Add Recipient, Copy, Blind copy
Configure a Subject for the message
Format the email message. Ready-made message templates can be managed with administrator rights in the company's Preferences under Invoicing.
When you are completed, click Send
Tip! You can also download the invoice as a PDF file from Severa to your computer and send the reminder along with the attachment to the customer from your own email. Click Download as pdf while on the invoice to download the file.
Keywords: beta, invoicing, invoice, reminder invoice, reminder, due date, sending invoice, email, email invoice, sending invoice via email, email attachment, email invoicing
*This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.
*