Case.


When?

Did you send the invoice? Then you want Coachview to keep track of which invoices need to be remembered. These reminders are sent by Coachview via e-mail, where a copy of the invoice must be added automatically as an attachment.


When?

If the invoice is set to final, an invoice number is assigned, an action is created that ensures that an e-mail is sent in case of late payment. When an invoice is paid late depends on the set payment term. This payment term can be found in the options screen via function group 'Service center' and function 'Options'. The option is called 'InvoicePaymentTerm' and can be found in the panel 'Invoice'. Note: it is possible that a different payment term is set in the debtor file.



Conditions:

  1. It is important that you record the payments properly in Coachview. You can do this manually. Do you have a link with Exact-Online or Twinfield? This can also be done automatically.
  2. The e-mail address in the debtor file has been set correctly.

You want to know how to set this up?

Then take a look at the presentation below by scrolling down in the presentation. Click on an image to enlarge it.

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