Create and send reminder letters
You can send reminder letters directly from IRIS Elements Cashbook. They can also tiered so that you can send a different letter depending on how late the payment is.
You can only send reminder letters for invoices that are overdue.
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Go to Sales invoices (take me there in the app), then select the required invoice.
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Select Create.
View and create reminder letters
Access reminder letters for invoices by going to Invoices > select the overdue invoice > click Reminder Letters.
By default we set you up three reminder letters. To view and send any of these, select the relevant one from the drop-down list.
You will see the reminder letter displayed on screen.
- The title field will be displayed on the reminder letter.
- The text field will be displayed as the reminder letter contents. This will also include the IRIS Elements Cashbook contact name that is set in Settings > Company Details.
- Your letter will also include text substitutions, these are dynamically updated text content based on the invoice:
- #CONTACT# - use this to include the customers contact name that is included in the customer profile.
- #AMOUNT DUE# - this is the amount that the customer is still to pay for this invoice.
- #INVNUM# - this is the invoice number that this reminder letter relates to.
- #DUEDATE# - this is the invoice due date that it should have been paid by.
- #REF# - this is the customer reference that you’ve previously input for this invoice.
- #CUSTCODE# - this is the customer code that’s set in the customer profile.
- #DAYS_X# - this is days from today. Replace the X with any number from 1 to 100.
- #INVOICEDETAILS# - this is the line items that are contained on the invoice and includes the quantity, line item description, price and total. A total net amount and VAT then follow it, along with the invoice total.
- Your letter will also include text substitutions, these are dynamically updated text content based on the invoice:
If you make any changes and want this to be saved as the reminder letter default, just tick the Save changes to text for use with future letters option.
When you’re ready, select Done. Your letter will then be displayed.
Sending Reminder Letters
To print the letter, select Print on the top right of the screen.
To e-mail the letter select Email at the top.
When you have sent the letter, select Mark As Sent to record this letter as having been sent.