The LoMag system allows you to prepare and send payment reminders to customers with overdue payments. This functionality is available in the Payment Register module, described in detail in the Payment Register guide. Below is an overview of how to use the Debt Collection function.
To open the debt collection module, select Payments → Payment Register from the top menu.
Then, in the opened window, go to the tab with unpaid invoices. A list of all overdue documents will be displayed. Select the invoice you are interested in and click the Debt Collection button.
After opening the debt collection window, you can prepare a printable payment reminder. Using the option Debt Collection → Design Printout → Design Custom Printout, you can create your own templates, such as the first reminder, second reminder, or final demand letter.
Under Debt Collection → Design a Printout → Payment Reminder, there is also a simple sample template available that can be used immediately or adjusted to your needs.
After selecting the edit option, the Label Editor will open. Instructions on how to design a custom template are described in the Label Editor guide.
In the Debt Collection module, in addition to printing reminders, you can also send them directly to the customer by email. After selecting an unpaid invoice, click the Debt Collection button and then choose Send Email. In the next step, select the appropriate payment reminder template.
After choosing this option, the email sending window opens. In the Template field, you can select a ready-made email template (created earlier in Settings – described in section 4 of this guide) or enter the message manually. In the window, complete the recipient list, subject, and message content. PDF files with payment reminders are attached automatically. You can also add your own logo and check the sender mailbox to make sure the email will be sent from the correct address.
After clicking Send Email, the reminder is sent directly to the contractor’s email address, and information about the sent reminder is saved in the payment history. This allows the system to automate debt collection activities and makes them easier to track.
To send emails to contractors, you must configure the outgoing mail server (SMTP) in Settings → Email. Detailed configuration instructions can be found here: Email Configuration in LoMag.
In the same window, you can create ready-made email templates that will then be available in the Debt Collection module. Simply click Add, enter the template name, subject, and message body, and check the Debt Collection option so it will be available when sending reminders.
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