With bundled reminders, you send your customer one reminder for all outstanding invoices. Payt bundles multiple reminders for the same customer into a single email. This is useful if customers often receive several invoices at the same time: you send fewer emails, and the customer sees everything that is outstanding in one overview.
There are two types of bundled reminders: regular bundled reminders and final bundled reminders.
Regular bundled reminders give one overview of the outstanding invoices.
Final bundled reminders also give one overview, but they also state the upcoming collection and interest costs that will be charged if the invoice remains unpaid.
Where do I find the settings for bundled reminders?
Open the administration settings via the cogwheel icon in the top right of Payt.
On the left-hand side, go to the Bundled reminders tab.
Which settings can I change?
From which steps invoices are sent in a bundled reminder
Invoices are always sent individually. There is no bundling option for this. For reminders, you choose: do you want to bundle from the first reminder, or only from the final reminder? You do this with the Bundle from setting.
This setting applies to your entire administration. So you decide whether bundled reminders are on or off by default.
For which customers and/or payment terms exceptions apply
After choosing the default setting, you can make exceptions based on customer number or payment term. This lets you decide that certain customers do or do not receive bundled reminders. You can also choose, per customer number or payment term, from which step you want to bundle. This setting is called Add rule for bundled reminder.
Note: Exceptions (rules) for customer numbers or payment conditions must first be activated by our service desk. Please contact us if you would like to enable this.
Which interval is used between bundled reminders
The sending schedule of (bundled) reminders is linked to the settings of your invoice flow. For bundled reminders, you can set a minimum interval so that customers don't receive reminders too often. By default, this is 7 days. This setting is called Minimum interval.
Which invoices are included in a bundled reminder?
When Payt schedules a bundled reminder for an invoice, the system checks whether other outstanding invoices from the same customer can be added. Whether this is possible depends on the properties of those invoices and on the type of bundled reminder: regular or final.
Standard criteria
An invoice is only included in a bundled reminder if:
the invoice has already been sent;
there is an outstanding amount on it (including negative amounts, such as a credit note, as long as they have not been reconciled in your accounting);
the invoice is payable (invoices with direct debit that have yet to be collected are not included);
the invoice is not part of a payment plan;
the invoice is not in a Payt debt collection process.
Optional criteria (configurable)
In addition to the basic criteria, you decide whether these invoices are included in a bundled reminder:
paused invoices;
invoices that are ready for a debt collection process in Payt;
invoices that are not yet due.
You do this with the three toggles at the bottom of the bundled reminder settings.
Can I edit a step of a bundled reminder?
No, you can't use the Edit step button (in the middle of the invoice page) with bundled reminders. Do you want the freedom to reset, skip or otherwise change an invoice step? Then it's better to use regular reminders.