With Payt, you can easily an outstanding invoices overview to your customer. This allows them to see at a glance which invoices are still unpaid.
Open the customer file
You can send an outstanding invoices overview from the customer's page.
- Go to the customer's page in Payt.
- Click the 'Actions' button in the top-right corner.
- Select 'Send outstanding invoices overview'.
Choose the desired settings
Include non-due invoices
By default, the outstanding invoices overview includes all payable invoices, both due and non-due. Invoices paid via direct debit are not included, unless the payment has been reversed.
If you would like to include only due invoices and collection cases? Under 'Scope', select 'Only overdue dossiers'.
Add an extra note
If you would like to add a short message to the overview, use the toggle 'Include an additional remark'. The note will appear at the top of the overview, for example, to explain the reason for sending it.
Send via SMS as well
Would you like to remind the customer via SMS? Use the toggle 'Also send via text'. Enter a valid phone number. The customer will receive a text with a link to their online invoice dossier, where they can view and pay their outstanding invoices.
