Once you have created an invoice in the system, you can generate a payment reminder from this invoice. To do this, open the invoice via the menu item "Window" --> "Invoice."

 

Right-click on an invoice (highlighted in blue) to generate a payment reminder:

A dialog box will open in which you can enter all the necessary data for the payment reminder. You can view the payment reminder in the preview and save it as a PDF file.

If you customize the "XT_REMINDER" payment reminder template, make sure that the file name of the new template also begins with XT_REMINDER so that Xpert-Timer recognizes the template. For example, XT_REMINDER_My_Template.fr3.

Assign the appropriate reminder level before sending the payment reminder.

Using the "Send reminder on closing" option, you can send the payment reminder as an attachment by email to your customer or simply print it out on paper.

 

In the "Edit payment reminder" dialog, you can change the entry data of a created payment reminder. To edit a payment reminder, double-click the entry in the corresponding list.