- Download a ready-made invoice payment reminder from the online repository of Edi.
- Update mail merge field values and the common data.
- Print the invoice payment reminder.
The easiest way to create an invoice payment reminder is by downloading its mail merge template from the online repository of Edi..
Define the recipient and invoice data in the spreadsheet.
Save the project on your local computer and open it every time you create a new reminder.
In the spreadsheet you can track the history of your invoice payment reminders.
Afterwards switch to the text document view. All the fields concerning the recipient and invoice data are automatically synchronized with the spreadsheet.
Customize the common data on your demand. Place additional fields if necessary.
Save the document.
Click the print preview button to see the whole document.
You can save multiple invoice payment reminders at once as Pdf, Docx, Doc, Odt, Epub, Mht or Html file.
By using a field name as the filename pattern, you can name each mail merge document individually.
Edi can later send the generated payment reminder documents per email.
In Edi PRO you can additionally encrypt each PDF file with an individual password per customer and send it per email, conform to the GDPR.
With Edi FREE you can create serial letters as PDF documents and send them as personalized emails. You may use Edi FREE at no cost, as long as you wish, even for commercial purposes, e.g.
- mail merge into multiple PDF files
- name PDF files individually for each customer
- send serial letters as personalized PDF attachments per email
- define multiple email recipients per single email (CC, BCC)
- use MS Word, OpenOffice and Excel files as mail merge templates
- download serial letter templates from the online repository of Edi (e.g. payment reminder)
- track the history of your documents
Edi PRO offers you additionally:
- mail merge into encrypted PDF
- encrypt each PDF file with an individual password per customer
- use multiple sender identities (FROM) according to your business needs
- create Master-Detail mail merge (e.g. invoice, restaurant menu ) (New!)
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.