Reminders
Creating Reminders / Reminder Stages | Dunning for Partial Amounts | Bulk Creation and Dispatch of Reminders | Debt Collection Service (EN)Creating Reminders / Reminder Stages
Reminding requires tact
Customers are different. Most of the time, the customer has simply forgotten to settle the invoice within the deadline. Usually, a short phone call is enough to remind them politely and firmly of the delay. Or you can create a reminder in MOCO (1).
In MOCO, there are three predefined reminder stages
The first reminder is usually titled kindly as "Payment Reminder". It reminds the customer of an outstanding amount – assuming an oversight that merely requires a reminder.
If no payment is made after the first reminder, the second reminder should follow after 14 days – with a deadline of typically 14 days. The third reminder should be the final notice and can also name consequences.
Predefine the texts for the reminder stages
Creating reminders in MOCO
As soon as created invoices are overdue, the "+ New Reminder" button (1) appears in the invoice detail view, through which one or more reminders can be created. MOCO always automatically fills in the predefined texts of the next reminder stage.
Customers are different. Most of the time, the customer has simply forgotten to settle the invoice within the deadline. Usually, a short phone call is enough to remind them politely and firmly of the delay. Or you can create a reminder in MOCO (1).
In MOCO, there are three predefined reminder stages
The first reminder is usually titled kindly as "Payment Reminder". It reminds the customer of an outstanding amount – assuming an oversight that merely requires a reminder.
If no payment is made after the first reminder, the second reminder should follow after 14 days – with a deadline of typically 14 days. The third reminder should be the final notice and can also name consequences.
Predefine the texts for the reminder stages
Creating reminders in MOCO
As soon as created invoices are overdue, the "+ New Reminder" button (1) appears in the invoice detail view, through which one or more reminders can be created. MOCO always automatically fills in the predefined texts of the next reminder stage.
If at least one reminder has been created, it will also be listed in the gray area.
Dunning for Partial Amounts
If an invoice has been paid only partially and one wishes to dunning a specific partial amount, this should be clearly quantified and demanded in the dunning letter. MOCO currently does not offer automation for this.
Bulk Creation and Dispatch of Reminders
Invoicing > Invoices
With the bulk actions, reminders can be created and sent out in one go for all overdue invoices.
English image not yet available...Creation
Under the Smart Filter "Overdue" (1) select individual or all overdue invoices (2). Then click on "Continue" at the bottom right (3), check the selection and create the reminders.
Note: Invoices with at least 3 reminders are ignored. These special cases need to be managed manually.
Note: Invoices with at least 3 reminders are ignored. These special cases need to be managed manually.
Dispatch
Reminders that have not yet been sent can be accessed via the Smart Filter "Send Reminders" (4). Select all or the relevant invoices (5). Then initiate the check (for existing email address) before dispatch by clicking "Continue" at the bottom right (6).
Debt Collection Service (EN)
Ordered, delivered – but your customer doesn't pay the invoice? With two clicks, an invoice can be handed over to the debt collection service.
The service is free of charge for you as a MOCO user. You get the full amount back via debt collection partner aifinyo. The debtor bears the collection fees.
More on settings and conditions (e.g., country, minimum amount, etc.)
More on settings and conditions (e.g., country, minimum amount, etc.)
Procedure
1. Activate debt collection option
In the settings under "Invoicing" > "Debt Collection", activate the option.
In the settings under "Invoicing" > "Debt Collection", activate the option.
2. Submit invoice for debt collection
On the invoice at the top right, you can click on the new "Debt Collection" button (see illustration) to pass the case to the debt collection service and also add information about the previous process. The invoice and previous reminders are sent by email to aifinyo.
3. Procedure after submission
Aifinyo checks the order. Further communication and the transfer of the amount are carried out directly via aifinyo. More info
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