Payment Reminders Tips & Tricks

• Start with a friendly first reminder at no fee. Setting the 1st reminder fee to CHF 0 keeps the relationship positive — many late payments are simply oversights, not bad intent.

• Run the Mahnlauf weekly. A regular dunning run catches overdue invoices early and ensures nothing slips through the cracks. The batch view makes it easy to process dozens of clients in minutes.

• Customise your reminder text per language. If you have clients in different language regions, set up Document Defaults for German, French, and English so every reminder goes out in the client's preferred language.

• Use the filter options in the dunning run. Filter by minimum overdue days (e.g. 30+ days) or minimum amount (e.g. CHF 100+) to skip minor or recently overdue invoices and focus on the ones that need attention.

• Record payments promptly on the reminder. When a client pays after receiving a reminder, record the payment directly on the reminder page. This updates both the reminder and the linked invoice status in one step, keeping your records accurate.