Introduction

This article explains how to configure invoice reminder settings in TRAEDE. You will learn where to find the settings, how to add reminder rules, and how to specify fees and interest rates for overdue invoices. Each currency used in your TRAEDE account must have its own rule.

Note: The reminder charge and interest rate are for information only. They can be printed on the invoice to let the customer know what applies if they pay late - but Traede does not add them to the invoice total or the outstanding amount, and they are not added when a reminder is sent. To actually charge a reminder fee, you must create it manually as a separate charge.

Accessing invoice reminder settings

1. Go to Settings from the TRAEDE home screen.

2. Select Sales settings.

3. Scroll down to the Invoices section.

4. Click Invoice reminder settings.

Adding a new reminder rule

To create a reminder rule:

1. Click Add rule.

2. Select the currency for which the rule applies.

   • You must create one rule per currency used in TRAEDE.

3. Enter the fee amount you want to charge for overdue invoices.

   • Example: 15 EUR

4. Add an interest rate if applicable.

   • Example: 1.8%

   • If you do not want to apply interest, enter 0.

5. Click Save.

Final note

Repeat the process for every currency you use in TRAEDE to ensure consistent handling of overdue payments.