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If multiple shops are used, separate settings can be created for each shop, which overwrite the general settings.
Payment information for payments on invoice
Here you can specify whether Payment information (and Payment reminders) should be sent to the customer immediately or only when an Invoice number is also available for the order.
(If this setting is changed, Payment information for orders placed in the last 6 hours will be sent retrospectively if required)
(If no payment reminders are sent due to a missing Invoice number, an order is not automatically sent to Debt collection)
Resend payment information before due date
If an order contains a divergent Due date (Invoice date), a notification with Payment information can be sent to the customer again before the Due date. The number of days can be specified here. If 0 is entered, the function is deactivated.
Number of reminders
The desired Number of reminders is defined here. The first payment reminder is called a "Payment reminder", all subsequent ones are called "Pre-collection letters".
Send via letter post
Pre-collection letters, invoices or payment reminders can optionally be sent to customers via letter. More about sending letters...
First payment reminder after
Here you can define when (after how many days) the first payment reminder is sent to the customer. The reference date is the order date. If an invoice has been read, the reference date is the Invoice date.
Interval between further reminders
If more than one Payment reminder (Pre-collection letter) is sent, the Interval between further reminders (Pre-collection letters) can be specified here. The number of days after the previous payment reminders (Pre-collection letters) is specified in each case.
Charge reminder fees
Here you can specify whether Reminder fees should be calculated automatically. If yes, these can be adjusted in the actions menu ≡ with the action Adjust Reminder fees... action. More about Reminder fees...
Set to 'overdue' after
The number of days after which an order receives the status "overdue" is defined here.
If a payment is subsequently received for an overdue order, this can still be assigned.
Hand over to debt collection agency after
If the integrated Debt collection is active, you can specify here after how many days an overdue order is automatically transferred to the Debt collection agency. More about Debt collection...
The reference date is the order date. If an invoice has been read, the reference date is the Invoice date.
Minimum amount for automatic collection
If the integrated Debt collection is active and a period for the automatic transfer to the debt collection agency has been specified, a Minimum amount can optionally be specified here. If the open amount of an order does not reach this amount, the order is not automatically transferred to the collection agency. (Manual transfer to the collection agency is still possible)
Cash discount
If a cash discount is generally granted for payments down payment on invoice, the number of Cash discount days (Cash discount period) and the Cash discount percentage can be specified here. Payment terms are taken into account during the assignment of a payment. If, for example, a payment with cash discount is received within the specified cash discount period, it is marked as Completely paid. Deviating payment terms can be assigned for individual Customer numbers, see Deviating payment terms.
For payments for overdue orders
If a payment is received for an overdue order, normally only a notifications is sent to the merchant. The behavior can be changed here so that the order is treated as if it were not yet overdue. Payment status is then transferred on to the store.
Due date (Payable until) for customer e-mails
Here you can optionally specify a number of days to be displayed in the Payment information to the customer. This is displayed as a date in the Payment information ("Payable until 05.11.2022").
Due date (Payable until) for payment reminders
If a "Due date (Payable until) for customer e-mails" is specified, a Payable until date can also be specified, which is used for payment reminders. In the Extended Settings , you can specify whether this date is calculated from the order date or always from the current date (or date of the payment reminder). If "0" is entered, the date is not displayed in payment reminders.
Note: from a legal point of view, it may be harmful to specify a "Payable until" date in a payment reminder, as this may be used to argue a payment deferral. Doing so is therefore not recommended.