How to automate and plan the follow-up of customer payments?
Follow up levels refer to the due date; if no payment condition is specified, the due date will be equal to the date of issue of the invoice.
For each level, you must define the number of days and create a note which will be automatically added to the followup letter.
From the tenancy:
The "Process follow-up" button allows you to send an email to the tenant and print a follow-up report in pdf:
Note
The language of the emails sent always refers to the language of the tenant and not of the system.
After sending the 1st follow up, the system updated sending the 2nd follow up after 15 days as you configured.
