Remind per invoice or per account overview

You use scenarios to send reminders to your clients in bulk; this article will explain how to remind your clients either by individual entries or by account statement. 

The default reminder mode in your Clearnox tool is reminder by individual entries: all entries with the same reminder level are grouped in the same reminder email or letter. 

In the example below, the client could receive 3 reminders (based on the configured scenarios): 

• A R4 reminder with the first 5 entries of the account statement,
• An R3 reminder with entry 1124847,
• An R1 reminder with entry 1126675. 

For a credit entry to be included in a reminder, it must have the same reminder level as the debit entries.

Can you remind the entire account statement of the client?

You can send reminders for all overdue entries of your client's account statement in a single reminder using the account statement reminder feature.

If you wish to activate the "Account Statement Reminder" feature, send an email to Clearnox support at clearnoxsupport@isabelgroup.eu.

Once this feature is enabled, go to Configure > Advanced Options to activate the option "Scenarios: remind the account statement". 

Note: If you have already started sending reminders to your clients, you cannot activate this option. Contact Clearnox support at clearnoxsupport@isabelgroup.eu for assistance.

How does the account statement reminder work?

Once the option is activated, all overdue entries in your client's account statement are grouped in the same reminder. The reminder level of the account statement is the highest reminder level among all included entries. 

For example: 

• The client will receive an R4 reminder with all 7 entries of the account statement.

After this reminder, the entries never reminded will be at reminder level R1, those in R2 will be at R3, and those in R3 will be in R4.