Payment reminders: Difference between revisions
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(Created page with "# Log in to Exact # On the main Exact page go to "Verkoop" > "Openstaande posten" > "Herinneringen afdrukken" # Select the invoice for which you want to send a reminder and click "Email" (If you want Exact to send the email) or "Afdrukken" (If you want to generate a pdf that you can email yourself) # Select the correct Template, verify this is what you want and send # When returning to the overview page you will now see a link to view sent reminders for this invoice") |
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# Log in to Exact | # Log in to Exact | ||
# On the main Exact page go to "Verkoop" > "Openstaande posten" > "Herinneringen afdrukken" | # On the main Exact page go to "Verkoop" > "Openstaande posten" > "Herinneringen afdrukken" / "Sales" > "Outstanding items" > "Print reminders" | ||
# Select the invoice for which you want to send a reminder and click "Email" (If you want Exact to send the email) or "Afdrukken" (If you want to generate a pdf that you can email yourself) | # Select the invoice for which you want to send a reminder and click "Email" (If you want Exact to send the email) or "Afdrukken" / "Print" (If you want to generate a pdf that you can email yourself) | ||
# Select the correct Template, verify this is what you want and send | # Select the correct Template, verify this is what you want and send | ||
# When returning to the overview page you will now see a link to view sent reminders for this invoice | # When returning to the overview page you will now see a link to view sent reminders for this invoice | ||
Latest revision as of 01:56, 30 July 2025
- Log in to Exact
- On the main Exact page go to "Verkoop" > "Openstaande posten" > "Herinneringen afdrukken" / "Sales" > "Outstanding items" > "Print reminders"
- Select the invoice for which you want to send a reminder and click "Email" (If you want Exact to send the email) or "Afdrukken" / "Print" (If you want to generate a pdf that you can email yourself)
- Select the correct Template, verify this is what you want and send
- When returning to the overview page you will now see a link to view sent reminders for this invoice