Magento 2 Payment Reminders and Dunning Levels for Open Invoices
SKU: PAYMENTREMINDERS1
- staged payment reminders and dunning for invoice and prepayment
- deadlines and email templates per level and store view
- stops on payment received, cancellation or credit memo
- admin overview of open items with history
Einmaliger Kauf · inkl. 12 Monate Updates · zzgl. MwSt.
Magento 2 Payment Reminders: follow up open invoices automatically
With Magento 2 payment reminders from Mironsoft, the shop itself takes care of unpaid invoices and prepayment orders. Following your deadlines, the module sends a payment reminder and a first, second and final dunning notice by email to the customer as long as no payment has been booked. An admin overview shows all open items with level and history. The module is a tool and not legal advice: deadlines, fees and wording are the responsibility of the shop operator. The admin grid uses Alpine.js without an extra library.
Staged process
Magento 2 payment reminders cover reminder, first, second and final dunning notice, each level with its own deadline in days after the due date.
Invoice and prepayment
Choose the payment methods the dunning applies to, such as purchase on invoice and prepayment by bank transfer.
Email templates per level
One template per level and store view, with variables for order number, amount, due date and bank details.
Stop on payment
As soon as the order counts as paid, cancelled or credited, the reminders end immediately.
Exceptions
Single customers, customer groups or orders can be suspended, for example during a complaint or an instalment agreement.
Open items overview
With Magento 2 payment reminders the admin grid shows amount, due date, level, last email and notes, filterable and exportable.
Why merchants need Magento 2 payment reminders in the shop
Whoever sells on invoice or offers prepayment occasionally waits for the money. Usually it is not intent but forgetfulness or an overlooked email. Merchants therefore search for Magento 2 payment reminders, a dunning process for Magento or automatic reminders for open invoices. By default there is nothing for this: somebody would have to check the list daily and write emails by hand.
With Magento 2 payment reminders a fixed process emerges: a friendly reminder after a few days, a clear dunning notice later, each with your wording. That saves work, looks professional and prevents open items from sitting around for weeks.
Magento 2 payment reminders: define levels and deadlines
You define up to four levels and, for each, how many days after the due date it is triggered, for example a reminder after 3, a first dunning notice after 14 and a second after 28 days (example values). The payment term comes from the order or from a fixed setting per customer group. Sending runs by cron at a fixed time, and weekends and public holidays can be skipped. How deadlines and default relate legally is checked by the shop operator; the module only carries out what you configure.
- Up to four levels with their own deadline
- Payment term from the order or customer group
- Sending at a fixed time, skipping weekends
Design email templates for payment reminders and dunning
Each level has its own email template per store view that you edit in the admin. Variables supply order number, invoice amount, due date, payment deadline and your bank details, and the invoice can optionally be attached as a PDF. The tone becomes firmer from level to level. You enter an optional late fee as a fixed amount per level; whether and in what amount you may charge fees or interest is something the shop operator clarifies legally.
- Own template per level and store view
- Variables for amount, deadline and bank details
- Invoice as PDF attachment optional
Take incoming payments, cancellations and credit memos into account automatically
Before every send the module checks the current state of the order. If it is paid, cancelled or fully credited, no email is sent and the item disappears from the list. With partial payments the overview shows the remaining amount. Whoever imports payments from the ERP or accounting into Magento keeps the order up to date, and the dunning follows automatically. Customers or groups with special terms are excluded from the automation.
- Check immediately before every send
- Remaining amount for partial payments
- Exceptions for customers and groups
Admin overview of open items with history and notes
The grid lists each open item with customer, amount, due date, current level, date of the last email and the next level. You can trigger a level manually, suspend a dunning notice, store a note about a phone call or export the list. Every email sent is logged with date and recipient so that you can later prove what was sent and when. The emails contain only data of the respective order.
- Filter by level, due date and customer
- Trigger manually, suspend, add a note
- Log of every email sent
Where Magento 2 payment reminders take work off your hands
Four typical situations for selling on invoice and with prepayment.
B2B sales on invoice
With Magento 2 payment reminders the shop reminds company customers after the payment term has expired, without accounting writing every email.
Prepayment by bank transfer
Customers who do not transfer after ordering receive a friendly reminder with bank details before the order is cancelled.
Small shops with few staff
With Magento 2 payment reminders the owner no longer has to check lists daily, as the overview shows only what is really open.
Returning customers
Regular customers with a payment term are first addressed with the friendly level, and special cases are suspended by the admin.
Magento 2 payment reminders compared: manual work and automation
What changes when open items are no longer followed by hand.
| Topic | Without module | With Mironsoft Payment Reminders |
|---|---|---|
| Detection | Check a list daily | Automatic after the due date |
| Emails | Written and sent one by one | Templates per level, sent by cron |
| Incoming payment | Noticed after sending, sometimes | Check immediately before every send |
| Evidence | Scattered in the mailbox | Log per email with date |
| Overview | Spreadsheet | Admin grid with level and notes |
How we set up Magento 2 payment reminders for your shop
The process after you place the order.
Alignment
You tell us the payment methods, payment terms, levels, deadlines and whether late fees are to be entered.
Installation
We install the module and configure the Magento 2 payment reminders for your websites and store views.
Email templates
We store your texts per level and language and check the variables with test orders.
Reconciliation
We check how incoming payments are booked in your shop so that the dunning stops in time.
Test and handover
We test all levels with test customers and train your team on the overview.
Scope of Magento 2 payment reminders compared with prepayment auto cancel
The automatic prepayment cancellation from Mironsoft cancels unpaid orders after a deadline and informs the customer. Magento 2 payment reminders instead follow open items in several levels, stay polite in tone and cancel nothing. Both modules complement each other: remind first, cancel at the end.
Legal notes: the module sends emails according to your settings and is not legal advice. As the shop operator you check the conditions for default, dunning costs, interest, mandatory content and data protection when passing data to collection services, if necessary with legal counsel.
No download — personal setup instead
Payment Reminders is not listed here as a ready-made download file to install yourself. The purchase is a commission: after the purchase we get in touch, install the module in your shop and agree levels, deadlines and email templates with you. Legal review of your texts is the responsibility of the shop operator.
Frequently asked questions
Everything important about levels, emails, reconciliation and how the purchase works.
How can I set up an automatic payment reminder in Magento 2?
How can I send dunning notices for purchase on invoice in Magento 2?
Do payment reminders also work for prepayment?
When do Magento 2 payment reminders stop for an order?
Can I enter a late fee with Magento 2 payment reminders?
Is this legal advice?
Can I exclude single customers from Magento 2 payment reminders?
Which data appear in the emails?
Do Magento 2 payment reminders work with Hyvä?
Can I download and install the module myself?
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Magento 2 Payment Reminders – Mironsoft