This chapter describes the reminder creation in detail. If you want to check the general set up, please go to How to create reminder in general.
Reminders are the possibility how to notify customer about overdue items.
Firstly it is necessary to create Reminder Term and assigned it to all relevant customers. Reminders could be calculated also with interest charges according to Reminder Term set up.
...
By batch Create Reminders... from Reminder menu Process - - typically use this to generating Reminders for all customers. Thi s batch could be planned.
You can fill the parameters as Posting and Document Dates and Document types. The system creates the Reminders with reminders lines. You can edit them and Issue.
...
Please, see the Reminder Example at the bottom.
Reminder Term
Reminder Term specify how Reminders would be calculated. You can set up unlimited levels of reminders, calculate interests, add additional fees to reminder or to the every reminder line. Reminder Term must be assigned to every relevant customer. It is necessary to fill some information about the reminder term if you want to create customer reminder.
...
For every reminder level it is possible to set up different Beginning Text or Ending text (see the Example ) in Reminder Level menu - Related - Beginning Text or Ending Text.
You can use Placeholders in Reminder text set up.
Reminder example
...
Fill the text for Reminder, for Reminder total amount use Placeholder %7.
...
2nd Level of Reminder term Domestic
...
Fill the text for Reminder and for Reminder level use Placeholder %8.
...
Create Reminders with all levels.
...
Issued Reminder 3rd Level :
...