Reminders

 

Reminders can be generated for customers with overdue payments, as follows:
 

1. Remind before payment due date

Select the due date for your reminders, remembering to allow time for post and general handling. Delay the reminders a little to allow for this.
 

2. The customer will be sent reminders X times

Indicate how many times the customer can be reminded.
 

3. Text for the reminder

Insert the text to be printed in the reminder. The text is different for reminders 1, 2 and 3.
 

4. Generate letters
Press Start to generate the reminders. A Reminder fee can also be entered here.
 

5. The reminder code
After printing the reminders, the reminder code must be updated. The reminder code is a meter reading that keeps track of how many reminders the customer has received. 

 

Do as follows:

1. Generate reminders

a. The letters are generated by using the print/preview button under "Generate reminder letters". All together 9 reminders can be send. This needs to be set up under "The customer will be sent reminders X times".

b. After the letters have been printed, press the "Update reminder codes". The invoices which you have reminded, will be updated as reminded.

2. Print the "Collection list". Only invoices which have been reminded maximum number of times will be listed (meaning the number set under "The customer will be sent reminders X times".)

 

Note! The reason for a invoice X not appearing in the collection list, is that no reminder is send for this invoice.