Finance > Accounts receivable > Reminders > Print
This screen allows you to print payment reminders for the debtors.
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.
Select the layout for the payment reminder. You can select any of the following:
Type or select a layout for the payment reminder. This field is enabled only if you have selected Manually at Selection.
Select the Trial option to print a trial copy of the payment reminder or Final to print the final copy of the payment reminder.
Select the output for the payment reminder. You can select any of the following:
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Select this check box to include all the outstanding items on the payment reminder. This check box is selected by default.
Select this check box to include all the payments that are not matched on the payment reminder. This check box is selected by default.
Click this to exit.
Click this to print the payment reminder.