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Sending Reminders for Overdue Invoices

If the reminder period for invoices has expired without a payment having been received, you can send a reminder for the invoices. The start of the reminder run is calculated from the invoice issue date. Your company determines the dunning levels in consultation with your Bp Event advisor when setting up the software.

Check out our YouTube Tutorial on Sending reminders for more details. (German only) .

  • Send reminders for individual overdue invoices

    Send a reminder for a single overdue invoice directly from the event.

    1. Open the VA Event you want and click on the overdue Rechnung Invoice.
    2. Go to the Rechnung Spreadsheet tab of the invoice in the side navigation.
    3. Click on neu  next to the Reminder level input field to increase the current reminder level.
    4. Either Print directly when prompted, or Edit the text before sending.
  • Send reminders for multiple overdue invoices

    Send reminders for all overdue invoices simultaneously using the Reminder run.

    1. Go to the Buchhaltung Accounting tab and select mahnlauf Reminder run and the company (if applicable).
    2. A list of all invoices with an expired reminder period will open.
    3. To print reminders, select the overdue invoice (hold down the Ctrl key for multi-select) and click on ok Confirm to select the invoices you want.
    4. Select a suitable text template.
    5. The reminder is printed automatically.
    6. The invoice status is automatically set to "reminded" and the reminder level is saved.
  • Enter a different reminder address

    Enter a different Reminder address if reminders are to be sent to people other than the organiser (account or contact person). The reminder will then automatically be sent to that address.

    Important: The default reminder address is not entered in the VA Event, but in the organiser Adresse Address. If a different Invoice address is specified in an event, the reminder will also be sent to that address.

    1. Open the organiser's details Account and go to details Added fields tab in the side navigation.
    2. Select a different contact person in the same company by entering the name of the account in the input field Adresse Reminder address and search by pressing Enter.
      Example: An event is organised by the Alright Company Marketing Department, but the invoice goes directly to the Finance Department.
    3. Select a completely different reminder address by entering the name in the input field Adresse Reminder address and search by pressing Enter. Select a contact person from the drop-down menu below the name of the account.
      Example: The organiser is a local branch, but the invoice is sent to the company's head office.
    4. Double-click a record on the list to confirm your selection.
    5. save Save your input by clicking on the icon in the top left-hand corner of the input window.