Sending reminders automatically or after approval

If you wish, the daily dunning run creates the due ordinary reminders itself and e-mails them. You decide whether each reminder first needs your approval, which stages are included and how many go out per day.

1. 1

   Open Settings › Organization and, in the "Automatic reminders" section, choose under "Sending": "Off (reminders by hand)", "With approval (queue on the dunning page)" or "Automatically by e-mail".

2. 2

   Set the "Allowed stages" and "At most per day" and click "Save".

3. 3

   Under Accounting › Payment reminders, the "Automatic reminders" card shows the due reminders with "Tenant", "Stage", "Overdue" and "Dispatch".

4. 4

   In approval mode, check each row and click "Send now". ImmoFlow creates the reminder letter and e-mails it in the tenant's language. In automatic mode, the daily dunning run does this.

5. 5

   Handle rows marked "No e-mail: by post" or "Stage not allowed: by hand", and any failed e-mail, in the dunning case as usual.