To remind customers of paying their invoices, you can define different actions depending on how severely overdue the customer is. These actions are bundled into follow-up levels that are triggered when the due date of an invoice has passed a certain number of days. If there are other overdue invoices for the same customer, the actions of the most overdue invoice will be executed.
Define follow-up levels and their related actions
For each step, specify the actions to be taken and delay in days. It is possible to use print and e-mail templates to send specific messages to the customer.