Find the date of the last reminder
Go to Invoicing → Invoices.
Select the Unpaid tab (or All if the invoice has been paid).
Find the invoice. To the far left of the invoice number there is a small arrow (▸).
Click the arrow. One line now appears below the invoice for each soft reminder, reminder or debt collection notice that has been sent.
The screenshots show the app in Norwegian.
For each line you can see:
Type – Soft reminder, Reminder, Debt collection notice or Debt collection.
The date below the type – when the soft reminder or reminder was created.
Due/Paid – the new due date for the reminder.
Status – whether the reminder is open or paid.
Amount – the reminder amount, with the fee and interest itemised.
Click the name (for example Reminder) to open the document as the customer received it.
Tip: Invoices that have had a reminder sent have the status REMINDER in the Status column.
I can't find the arrow
The arrow only appears when at least one soft reminder, reminder or debt collection notice has been sent for the invoice from Catacloud. If the arrow is missing, no reminder has been sent for that invoice yet.
How to send a reminder
Find the invoice in Invoicing → Invoices.
Click the bell icon (Follow up) on the right of the invoice line.
In the Follow up window, choose what you want: Send SMS notification, Charge a late fee and/or Charge interests.
Click Create.
The reminder then appears as a separate line below the invoice when you click the arrow.
The bell icon is not shown on invoices that have been paid, on drafts or on credit notes. You also need access to edit invoices.
When should you contact us?
Contact us if you know a reminder has been sent but it doesn't appear below the invoice. Include:
Client name
Invoice number
Roughly when the reminder was sent
A screenshot of the invoice line