In Payt, you can combine multiple reminders for the same customer into one consolidated reminder. This is especially useful if your customers often receive several invoices at once. Instead of sending multiple emails, they receive one clear overview of all outstanding items.
Settings for bundled reminders
You can manage the configuration of bundled reminders under the 'Bundled reminders' tab in the administration settings.
From which step do you want to send bundled reminders?
Invoice sending is always done per invoice and cannot be bundled. For reminders, you can choose whether to start bundling from the first reminder or only from the final reminder. You first set the global configuration: whether bundled reminders are enabled by default or disabled by default.
For which customer numbers and payment conditions do you want to send bundled reminders?
Once the default is set, you can create exceptions by customer number and by payment condition. This allows you to specify which customers should or should not receive bundled reminders.
Note: These exceptions (rules) for customer numbers or payment conditions, this feature must first be activated by our service desk. Please contact us if you would like to enable this.
What interval should be used between bundled reminders?
The sending schedule of (bundled) reminders depends on your invoice process configuration. For bundled reminders, you can also set a minimum interval to prevent them from being sent too frequently. The default minimum interval is 7 days.
Which invoices are included in a bundled reminder?
When a bundled reminder is planned for an invoice, Payt checks if other outstanding invoices of the same customer can be added. This depends on invoice properties and whether it concerns a regular bundled reminder or the final bundled reminder.
Standard criteria
- The invoice has already been sent (via Payt or outside of Payt)
- The invoice has an outstanding amount (including negative amounts such as credit notes if not yet reconciled)
- The invoice is payable (invoices with pending direct debit are not included)
- The invoice is not part of a payment plan
- The invoice is not part of a debt collection case in Payt
Optional criteria (configurable)
- Whether to include paused invoices
- Whether to include invoices ready for a debt collection case in Payt
- Whether to include invoices not yet overdue
