Reminders are generated in the Outgoing invoices screen in the form of a letter that will be opened, edited and printed in the given client's profile.
Note: The reminders generated here refer to only one unpaid invoice at a time. There is another option in every client's profile to summarize several reminders in one document.
Starting with TOM v13 you can also create e-mail reminders with invoice attached.
Indication in Invoices list; default template settings
TOM highlights the payment status of open invoices provided the credit and reminder periods have been entered correctly in the Client module.
In FINANCE, Outgoing invoices call Open invoices for a better overview.
The reminder status is highlighted with ! für Reminder Status 1, and with !! at the far right of each list row (Status column) are automatically generated from the periods you have specified in the Client profile. Click on this icon to start create a new printed reminder!
Resetting a 'reminder sent' status
After creating a reminder you cannot issue another reminder with the same status. However, you can reset this status (clear the reminder date) if, for whatever reason, you have not sent out the reminder and want to issue another one with the same status.