To set up automatic payment reminders:
- Go to Settings → "Facturen en offertes"
- Turn on the reminder toggle ("Te laat? Automatisch een herinnering sturen")
- Changes save automatically
When an invoice is a few days past its due date, MyCompanyDesk automatically sends a friendly reminder, and repeats it every week until the invoice is paid. The reminder states the remaining outstanding amount, which is the invoice total minus payments already received. If a customer has paid a deposit or an instalment, the reminder asks for the rest, not the full amount.
If your workspace has online payments enabled, the reminder email gives the customer the same payment options as the original invoice: a View & pay button, a Confirm payment button, and a scan-and-pay QR code on the PDF.
Automatic reminders are not sent when:
- the invoice has been canceled
- the invoice is already paid
- the invoice is a credit note or refund note
- the invoice has been fully credited by a credit note
- nothing is left outstanding
The reminder emails use fixed system templates; the text cannot be edited.
Tip: Need to nudge a customer right now? You can also send a manual reminder from the invoice.