Printing payment reminders
Menu path
Finance > Accounts receivable > Reminders > Print
Introduction
This screen allows you to print payment reminders for the debtors.
What version are you using?
The information in this document is applicable
to product update 503 and higher. If you have versions lower than this, certain
features explained here will not be applicable.
How do I print payment reminders?
- In the Finance / Accounts receivable / Reminders / Print screen, define the search criteria. For more information, see Generating overview of payment reminders to be printed.
- Click Display.
- Select the required debtor in the overview.
- Click Process.
- Define the fields.
- Click Start.
Fields
Output section
Selection
Select the layout for the payment reminder. You can select any of the following:
- Automatically – Select this option to print the payment reminder based on the layout selected at Reminder under the Financialsection in the Documents settings screen. This is selected by default. For more information, see Document settings.
- Manually – Select this option to manually select a layout for the payment reminder.
- Print all items on one reminder – Select this option to print all the items in one payment reminder.
Layout
Type or select a layout for the payment reminder. This field is enabled only if you have selected Manually at Selection.
Process
Select the Trial option to print a trial copy of the payment reminder or Final to print the final copy of the payment reminder.
Output
Select the output for the payment reminder. You can select any of the following:
- Based on account – Select this option to print the payment reminder based on the account selected. This option is selected by default. This option is available only if you have selected the Final option at Process.
- Printer – Select this option to print a hard copy of the payment reminder.
- E-mail – Select this option to email the payment reminder to the debtor. This option is available only if you have selected the Final option at Process.
E-mail
Type the email address of the debtor. The email address of the debtor that you have selected in the Reminders screen will be displayed by default. This field is available only if you have selected the Based on account or E-mail option at Output. However, this field is not enabled if you have selected Based on account.
Note: This field cannot be edited and will show Multiple if you have selected multiple records.
CC
Type the e-mail address of a recipient to send a carbon copy of the reminder to that person. To send a carbon copy of the reminder to more than one recipient, type a semicolon (;) after every e-mail address that you add.
Note: This field cannot be edited if you have selected multiple records.
BCC
Type the e-mail address of a recipient to send a blind carbon copy of the reminder to that person. To send a blind carbon copy of the reminder to more than one recipient , type a semicolon (;) after every e-mail address that you add.
Note: This field cannot be edited if you have selected multiple records.
Use Default Subject
Select this check box if you want the subject at Subject to automatically display the following:
Reminder: <Reminder date>-<Reminder time> From: <own company name> To: <Debtor number>, <Debtor name>
Once you have selected this check box, the Subject field cannot be edited. This check box is selected by default. The reminder date will be in the “DD.MM.YYYY”
format, while the reminder time is displayed as “HH:MM”. The file name of the
email attachment will be as follows:
<Debtor code>_<Reminder layout number>_<Reminder date>-<Reminder time>
The reminder date will be in the “YYYYMMDD”
format, while the reminder time is displayed as “HHMM”.
Note:
This check box is displayed only if you have selected the Based on account or E-mail option at Output.
Subject
Type a subject for the payment reminder. This field is available only if you have selected the Based on account or E-mail option at Output.
Covering letter
Type or select a cover letter for the email.
Note:
This field is displayed only if you have selected the E-mail
option at Output.
Contact persons
Select the Invoice or Financial contact person that you want to be displayed on the payment reminder. Invoice is selected by default. Subsequently, the default value will be based on the last selection.
Terms section
Group by
Select Invoice total to group the outstanding payments based on the invoice total or Terms to group the outstanding payments based on the payment and/or invoice total in the payment reminder. Invoice total is selected by default.
Payments
Select this check box to print the outstanding payments on the payment reminder. This check box is selected by default. This check box is available only if you have selected Terms at Group by.
Invoice total
Select this check box to print the total invoice of the outstanding payments on the payment reminder. This check box is selected by default. This check box is available only if you have selected Terms at Group by.
Include : Outstanding items
Select this check box to include all the outstanding items on the payment reminder. This check box is selected by default.
Include : Unmatched payments
Select this check box to include all the payments that are not matched on the payment reminder. This check box is selected by default.
Buttons
Close
Click this to exit.
Start
Click this to print the payment reminder.
Related documents
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
|
Security level: |
All - 0 |
Sub category: |
|
Document ID: |
14.170.240 |
Assortment: |
Exact Globe+
|
Date: |
08-11-2023 |
Release: |
405 |
Attachment: |
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Disclaimer |