To create a new reminder go to: Administration – Finances – Invoices – Reminder circles.
In the following view, you now have an overview of reminder templates that have already been created. You can edit or delete these at any time. Via “New reminder circle” you can generate a new reminder template.
With a new reminder group, you can do all of this PDF template so that your reminders have a uniform layout. First, you must determine the name of your reminder group. The header of a reminder could, for example, contain your company logo and your address details. You can also upload an image for your reminder group. Under “template” you can specify the entire reminder text, this is done via placeholder, so that, for example, reminder number, date, recipient data, etc. do not have to be entered manually every time, but automatically via 1Tool can be generated. You can also find out exactly how to create such a template at: accounting groups.
The principle of creating reminder templates is very similar to that of invoice templates.