Happy New Year altogether!
This is not a bug, but more a wish/feature request.
When automatic reminders are NOT configured, it should be possible to send a reminder manually.
The use case for this is - I don't want automatic reminders because sometimes I need to have more time to check my bank accounts - and if IN sends automatic reminderstoo often, the clients will get angry ;-)
So what I would suggest is add an item "send reminder" into the button "more actions" on the invoices/%/edit page - IF the invoice is over due. Don't show this menu item when there a reminder is not adaequate = within due.
Problem to solve: If "automatic reminders" are disabled, you cannot customize the reminder text - which is necessary for manual reminders.
So maybe this could be changed this way:
Nice idea but i would suggest to place an additional button in the invoice view which sends a reminder based on the stage of the overdue process (first text, second text, third text) and increases the dunning level.
Basing it on the stage of the overdue process is a bad idea IMO.
Normally you want the reminder mails to be based on one another. If I send the second reminder mail as the first one (because it took me so long to send the reminder mail) it will probably contain something like "Since you didn't react to the first reminder..." which would be wrong.
The way to go for this should be to manually remind the user (perhaps via mail as well) and allow him to send the first reminder mail whenever, and then start the next countdown with the next reminder, I think.
@Braintelligence that sounds really good to me.
[ Send reminder ($number) ]
as Button. (I am too lazy creating a mockup ATM)
[ Send first reminder ]
(and counting second, third...)
@Braintelligence I did not mean the overdue process but the stages of reminding. So the user can manually choose when to send the first reminder (eg. 10 days after the due date for customer A and 20 days for Customer B). The reminders go one step further after sending.
First click after x days: Friendly reminder
Second click after y days: Warning
Third click after z days: Brutal Warning ;-)
Working on manual send reminders #1234
Here's what we're working on:
Do I understand correctly that we can customize the mailing for every invoice uniquely with this?
That is correct
Thanks for everyone's input, it was a big help working out the UI.
Working on #1234