Modify Reminder Proposal Details

Explanation

This activity is used to exclude a reminder recipient from a reminder proposal. If a recipient is excluded, all invoices of this recipient linked to the proposal are automatically excluded.

Prerequisites

A reminder proposal must have been created.

System Effects

As a result of this entry, customer invoices are not included in the reminder proposal.

Window

Customer Reminder Proposals

Related Window Descriptions

Customer Reminder Proposals

Reminder Proposal Details

Procedure

Use this operation to Exclude/Include a reminder recipient in the reminder proposal. The reminder recipient must have Included status if any of the invoices in the proposal are to be included.

  1. Open Customer Reminder Proposals and click the right mouse button function Reminder Proposal Details
  2. Click in the Status field and change the status to Excluded or Included.
  3. Quit by clicking Save.