Reminders
Reminders
The Reminders module is designed to close an outstanding items at optionally defined intervals and sending reminders of overdue liabilities via email or in writing.
To module you can access from the menu Financials | Reminders and choose a document type.
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WARNING
For use of this module you need to create a new document type for reminders.
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It is designed as a type of document and it is possible to open different numbers of documents for sending overdue notices with differently set document maturity intervals.
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hint
Authorizations for reminders can be set in Administration Panel - Authorizations.
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Here is a description of the form and its individual elements.
- Toolbar: The toolbar is found on each PANTHEON form at the top of the program window.
- Header: Main information of document are set.
- Criteria: The selection of candidates to send out reminders can be limited by criteria.
- Report Type: Before printing or sending reminders, we need to select Report Type.
- Tabs: On document type created for reminders you can create reminder periods which are then seen here as tabs (e.g. 1st Period (To 8 Days)).
- Reminder tab:
- History tab:
- Invoices for Interest tab:
- Documents tab:
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HINT
In the module Reminders, you can also post the cost of the reminder and create invoices for (late) interest.
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