When invoices are imported from e-conomic, Dinero, or Billy, Payfriend must not send reminders until you actively allow it. That happens under Invoices → Adopt reminders.
Before you start
Move-in/import has run (invoices mirrored)
You have a reminder flow ready — or you’ll create one after
You know which customers were already reminded in the old system
Steps
1. Go to Invoices → Adopt reminders
2. Review the list
Unpaid imported invoices: customer, amount, due date, suggested reminder step if shown.
3. Understand reminder steps
Dinero: Payfriend often knows existing steps and continues from there.
e-conomic: history isn’t stored the same way — confirm the step yourself.
4. Choose which invoices Payfriend may follow up
Select cases to adopt. Skip disputes, third-party collection, or active dialogue cases.
5. Confirm
Your flow can then run on the selected invoices.
Check that it worked
Adopted invoices are no longer blocked from automation
No unexpected reminders fired immediately (check flow timing)
Steps look right on a sample
Common issues
Symptom | Cause | Fix |
Menu missing | No unpaid imports / module | Check import; see Move-in |
Reminder restarts at step 1 | Step not confirmed (e-conomic) | Set correct step when adopting |
Too many emails | Adopted too broadly + aggressive flow | Pause flow; adjust steps |
Next steps
Important: Payfriend is not a collections product. Adoption is about professional reminders — not debt collection.
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