Send reminder before Due date

Hi @RLGroener 

 yes, this is possible. You need to check the “Invoices Not Due” in the reminder template:

Best Regards,

Aneta

Dear Aneta,

Thank you for this answer.

Do I also have to do some thing with the reminder levels?

Or do I only have to setup the tab general?

Hi Aneta, 

I was also looking into this and haven’t been able to set up the reminders before the due date. Should the proposal need anything in particular for these?

When making the changes to the reminder proposal I am not able to generate it for invoices that are still not due so I would appreciate it if you can help me with the changes that need to be done.  Ideally what I need is to send a reminder 10 days before the invoice is due, when it becomes due to send an additional and then a second.  All 10 days apart with diferent texts.

Thank you very much

Alejandro

Hi Alejandro,

  As I understand you want to create a reminder proposal for all customers for date 11/23/2021. 

Are there any outstanding invoices in the bunch of invoices that should be included in the proposal?

I assume, that you have checked the box ‘Include in Reminder Invoices Not Due’

The template STD that you are using to create a reminder proposal fetches invoices with default reminder template, usually it is 1

Please check the reminder template on invoices:

Regards,

Aneta

Dear all,

i have carefully read this post hoping for a solution meeting my customer’s needs.

What is required is to be able to send a reminder X days before the invoice due date; X would be set as a parameter. Since i coudn’t find any functionnality to set this X, I was thinking of creating 1 template model per payment condition, but i have finally not been able to achieve such setup because i realised that reminders of ‘Not due Invoices’ are only fetched if it exists ‘Due invoices’.

Do you know whether this behavior is normal or not? 
Do you have a idea on how to acheive this requirement?

Thanks a lot for your help 😉

Hi RECOFR,
Were you able to set this up?

Does anybody know if there is a possibility to exclude debit notes when selecting to include “not due invoices”? I have a case where a customer was able to have such setup in IFS8 and would like to carry it on to Cloud. They wish to always include ‘not due credit posts’. 

A second question is how to to make sure that only reminder level 0 is sent when the balance on customer account is negative?

Thanks in advance!

Hi @RK96, unfortunatelly not. We are in the process to get a specific development.