If the customer does not pay their invoice on time, they can be reminded after the due date with a demand for payment. A demand for payment is printed through an invoice by clicking Print Demand for Payment on the ribbon, to open the Invoice Printing Parameters window. Printing the payment demand as a PDF file saves the file as PDF/A-2b format.

A payment demand can be sent as an e-mail attachment (possibly with predefined templates) or as an e-invoice to Maventa.

Printing a payment demand, with any option, saves the payment demand as a PDF file in the invoice notes.

Overdue invoices can be followed up in the Invoices folder by selecting the “Overdue Invoices” view. It shows how many days the invoice is overdue and if concerning it payment demands have already sent. It also displays the date of the last payment demand sent for the invoice.

The system contains predefined templates for the first and second payment reminder, and power users can edit their default texts in the settings (> Financial Settings > Demands for Payment). By default, the second reminder is stricter than the first one.

If required, the text of a payment reminder can also be edited invoice-based in the Invoice Printing Parameters window.

To print a demand for payment:

1. Select an invoice and Print Demand for Payment on the ribbon.
2. Select how you want to print the payment demand.
3. In the Invoice Printing Parameters window, make any required changes to the default text of the payment demand.
   
4. Add a Reminder Fee and/or a Delay Interest if you wish.
   • The amount of reminder fee is defined in the demand for payment template.
   • The delay interest is defined in the settings > Business Unit > Delay Interests folder.
5. When all the printing parameters are correct, confirm with OK.
6. A printed or sent demand for payment will be displayed in the invoice window’s Demands for Payment folder.
   
   • The record displays the payment demand’s sending date, delay interest and reminder fee totals.
   • Payment demands are also saved as PDF files on the Notes tab of the invoice.
   • NOTE! If you only preview a payment demand, it is not saved to the invoice.
      

Setting an alert for invoices that are X days overdue

An automatic alert can be set if the customer has invoices that are X days overdue, without the need to set a service restriction for the customer.

This can be implemented by adding a value to the “Alert for invoices overdue for x days” parameter (system level parameter > Customers and Matters > Service Restriction Alert). Once the number of overdue days has been specified for this parameter, the software detects the need and generates alerts when opening new matters and/or entering transactions according to the other parameters defined in the Service Restriction Alert group.

An invoice overdue for more than x days will cause a similar warning or error message as a manually configured service restriction. For example, if overdue invoices do not prevent the action but only generate a warning, user will receive a warning “The customer has invoices which are more than x days overdue. Do you want to continue?”.