Create Payment Reminder

The easiest way to create a payment reminder is to open a dialog and download the document template from the online database of Edi.

Download document template of the payment reminder.

You define the recipient and invoice data in the spreadsheet.

Define recipient and invoice data in the spreadsheet.

Then you switch to the text document view. The recipient and invoice data are automatically synchronized with document fields in the document.

Link spreadsheet data with document fields of the payment reminder.

You can save the payment reminder as Pdf, Docx, Doc, Odt, Epub, Mht or Html or send it directly per email.

Mail merge payment reminder as pdf, doc, docx, odt, epub, mht or html document.

The following video demonstrates creating a payment reminder as multiple PDF files and naming those files according to your own rules, defined in a document field.

With Edi FREE you can send your documents as personalized emails. You may use Edi FREE at no cost, as long as you wish.

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Edi PRO offers you additionally:
  • Mail merge as Pdf, Doc, Docx, Odt, Epub, Mht, Rtf, or Html.
  • Mail merge as a single document file with one data record per page.
  • Mail merge as multiple customer letters with one data record per document.
  • Use document fields and computed formulas for naming mail merge document files.

Pay only once for Edi PRO and you may use it lifelong. There are no subscriptions and no other hidden fees. Edi is On-Premises-Software. It installs on your computer completely locally. There are no third party cloud providers involved. Your data belongs 100% to you and it stays 100% with you.

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