The Modify Invoices per Reminder Proposal activity is used either to exclude one or more items included in the reminder proposal, or to include an invoice that was excluded when a reminder recipient was excluded from the proposal. You can find invoices at a certain reminder level by using the query function. In the Query dialog box, you can delete an invoice from the proposal (
Exclude) or Include an invoice deleted previously. This could be done if a recipient is excluded from the reminder proposal. Using the Invoices per Reminder Proposal window you can include one or more of the recipient's invoices in the proposal. The reminder recipient's status will then be changed to Included in Reminder Proposal Details.
A reminder proposal must have been created.
As a result of this entry, single customer invoices can be included or excluded in the reminder proposal.
Invoices per Reminder Proposal
To include or exclude an invoice in a reminder proposal:
Open the Customer Reminder Proposals window, click the right mouse button, and select Reminder Proposal Details to open the Reminder Proposal Details window. In that window, click the right mouse button and select the Invoices per Reminder Proposal operation.
Select the line you want altered and click in the Status field.
Change status to
Click Save.