Send Reminders with enforePOS

With enforePOS you can remind unpaid invoices of your customers. enforePOS shows you the status of an invoice at any time, so you know exactly which invoice is overdue or has already been reminded. In this How-To, you will learn how to send reminders with enforePOS.

Send Payment Reminder - Dunning Level 1

To send a payment reminder for an overdue invoice, do the following:

1. In the POS menu, open Sales > Sales History.
2. Open the For Dunning tab.
3. Swipe over the overdue bill from right to left. 
4. Tap on .⮕ The Dun window opens.
5. Choose in which form you want to send the reminder. In our example, we choose the Email and Print option.
6. Tap on [Complete].⮕ You have emailed and printed the payment reminder at the same time. After sending, the invoice will be displayed in the Sales tab and in the Unpaid tab with the DUNNING LEVEL 1 label. In the For Dunning tab, the invoice will not be listed again until the invoice is not paid within the first dunning level.
   A payment reminder (reminder level 1) looks like this:

Send Dunning - Dunning Level 2

If the invoice has not been paid after the payment reminder has been sent, it will be listed again in the For Dunning tab after the due date and grace period have passed.

To dun the invoice again, follow the instructions as described in Dunning Level 1.  

After sending, the invoice will be displayed in the Sales tab and in the Unpaid tab with the DUNNING LEVEL 2 label. In the To dun tab, the invoice will be listed again only if the invoice has not been paid within the second dunning level.

A reminder (reminder level 2) looks as follows:

Send Final Dunning - Dunning Level 3

If the invoice has not been paid even after the dunning has been sent, it will be listed again in the For Dunning tab after the due date and the grace period have expired.
From the third dunning level, you can also specify a dunning fee and interest. Again, follow the instructions as described in Dunning Level 1.

After sending, the invoice will be displayed in the Sales tab and in the Unpaid tab with the DUNNING LEVEL 3 label. In the For Dunning tab, the invoice will not be listed again until the invoice has not been paid within the third dunning level.
A final reminder (reminder level 3) looks like this:

Send Collection Letter - Dunning Level 4

If the invoice has not been paid even after the last reminder has been sent, it will be listed again in the For Dunning tab after the due date and grace period have expired. At this level, you have the option to send a letter indicating to the customer that you will be initiating collection proceedings.

To dun the invoice again, follow the instructions as described in Dunning Level 1.  

After sending, the invoice will be displayed in the Sales tab and in the Unpaid tab with the COLLECTION label.

A collection letter (reminder level 4) looks like this:

Learn more...

• Make Settings for Reminders
• Sales Settings - General Overview