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How do I send an outstanding invoices overview?

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.

  1. Go to the customer's page in Payt.
  2. Click the 'Actions' button in the top-right corner.
  3. Select 'Send outstanding invoices overview'.

Note: Only payable invoices are included in the outstanding items overview. These are invoices that can still be paid via the online portal. Invoices that will be paid by direct debit, for example, are not included.

Choose the desired settings

Include non-due invoices

Would you like to include only due invoices and collection cases, so no invoices that are not yet past the due date? 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.