Step 1: Open the customer page
You can send an outstanding invoices overview from the customer's page.
Go to the customer page in Payt.
Click the 'Actions' button in the top right.
Choose 'Send outstanding invoices overview'.
Step 2: Choose the desired settings
Include non-due invoices
Do you only want to include overdue invoices and exclude invoices that have not yet passed their due date? Under 'Scope', select 'Only overdue dossiers'.
Add an extra note
Do you want to add a short message to the overview, for example to explain the reason for sending it? Use the toggle 'Add an additional comment'. The comment will appear at the top of the overview.
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.
Which invoices are included?
Not all invoices are automatically included in the outstanding items overview. An invoice is only included if it meets all of the following conditions:
The invoice has been sent to the customer.
The invoice has an outstanding balance.
The invoice has not been transferred to a bailiff or external party.
The invoice can currently be paid via the online invoice portal. Invoices collected by direct debit are generally not included.
If the invoice has an active payment plan, at least one instalment must still be outstanding.
The invoice is not blocked (for example because the invoice or customer is on the ignore list, or a payment is expected).