Usage
Use this window to enter reminder templates you want to use within your company. With the reminder template you define instructions on how open items are loaded into reminder proposals and how reminders are worded. To each template, you can link up to 99 reminder levels with associated text. For the individual reminder level you can specify a reminder fee in different currencies. You can select several print options to meet specific needs regarding the content and structure of the reminder printout.
All customers entered should be linked to a Reminder Template. When a customer is entered for the first time, a default template is provided. Only one template can be the default template, but it can be replaced by another. When a new customer invoice is entered, the reminder template entered for the customer is automatically linked to the invoice. Changing a reminder template of a customer does not change individual invoices previously entered. When there is a need to update reminder template for open invoices the update function can be used in Customer/Payment window.
For the description of each tab in the window, follow the appropriate link: General , Reminder Levels and Print Options.
Activity Diagrams
Specify General Customer Payment Information
Specify General Reminder Information
Activities
Enter or Modify Reminder Templates
Enter or Modify Reminder Fees
Enter or Modify Reminder Layouts