Open balances and reminders

Open the outstanding-items view and check the invoice, customer, due date and remaining amount. Confirm that earlier payments were recorded before starting a reminder.

Use the invoice's payment action and enter the actual amount and date. Reopen the invoice to confirm its balance and status. Do not infer a payment from a similar bank amount alone.

Review the proposed stage, recipient, amount and any interest or cost calculation. Check the original agreement and applicable rules before approval or delivery.

Recorded payments reduce the open balance. A reminder is traceable to the invoice. If an action is interrupted, inspect the invoice and reminder history before creating or sending another one.