Automatic Reminder Service – Activation

Activating the Automatic Reminder Service

Make sure that the bank authorization is completed, and that at least one reference payment has been received in Eemeli.

Send first reminder after due date (default: 5 days):
Set how many days after the due date the first reminder is sent if the invoice hasn’t been paid.
Send following reminders after the previous one (default: 5 days):
Define the interval for sending the second and subsequent reminders after the last one.
Maximum number of reminders (default: 7 times):
Set how many times the service can remind about one invoice. After the max is reached, further reminders must be sent manually.
Send reminders via email (default: after 3 reminders):
Choose how many reminders must be sent before the invoice is also sent via email.

Reminder delivery:
Reminders are sent daily, but only after reference payments have been fetched for that day. If payments are not fetched, reminders won't be sent, which may cause delays.
Unmatched payments:
Make sure to match payments to the correct invoices promptly to avoid unnecessary reminders for already-paid invoices with incorrect references.
Reporting:
You’ll receive a daily report on all reminders sent. You can also view the reminder status per invoice under Sales Ledger → Open Invoices, where the last reminder date is shown.

Go to Sales → Invoices → Unpaid
Click the Comment field for the desired invoice
(If the column is not visible, enable it from the table's top-right corner menu)
Enter a comment and the date until which reminders are blocked
After that date, reminders resume automatically unless extended

Go to Sales → Customers
Click the pencil icon next to the customer
Open the Billing Settings tab
Set Block automatic reminders: Yes and save
This blocks reminders for all overdue invoices from that customer