View invoice details, claim and history
The invoice detail panel shows all information about a single outstanding invoice: the details, the claim including interest and costs, and the full sending history. This lets you assess at a glance whether action is needed.
Open the invoice detail panel
Go to Reminders;
- Click an invoice row in the list to open the detail panel.
Tabs in the panel
The panel has up to four tabs. Which ones you see depends on the number of outstanding invoices for the same debtor.
- Details — shows the Invoice date, Due date, Last reminder, Next step and Status. Below the details you will find a preview of the invoice PDF.
- Claim — shows the breakdown of the claim: Principal, Statutory interest, Collection costs and Fixed compensation. At the bottom you see the Total due. If multiple invoices are bundled, the total for the entire bundle is shown as well.
- History — shows a chronological overview of all sent reminders and actions. For an action that has a stored dossier PDF you can click Open PDF to view it.
- The tab with the invoice list only appears when the debtor has more than one outstanding invoice. It shows which invoices are included in the sending and which are not, with the stage and status per invoice.
The bundle notice
When the debtor has multiple outstanding invoices, a bar appears below the amounts indicating how many invoices are included in the sending. Click View invoices to jump to the invoice list.
Close the panel
- Click Close in the panel footer, or press Escape.
