Send eReminder

To send e-Reminder means you create an reminder document for customer, convert it to an electronic format (eSLOG) and send it as e-Reminder via an electronic mailbox.

This chapter presents a use case from creating to sending e-reminders.

WARNING For eExchange to work correctly, certain settings must be defined. For more information, see the chapter Settings for eExchange.

HINT The currently valid version is eSLOG 2.0.

CASE SUMMARY The person responsible in the Tecta company wants to send an e-reminder to the customer.  This is done as follows: Creating an e-reminder Sending an e-invoice

1. Creating an e-reminder

From the menu, the person responsible selects Finacials | Reminders and and in this case, document type OP00 – Reminders.

The person responsible creates the reminder for selected customer. Next that will be sent to the customer by selecting the (Import/Export Data) button and the Export selected Reminders - eSlog in the toolbar.

The person responsible follows the instructions in the chapter Export Document as eSLOG and exports the e-invoice to eDocumentation by clicking on button Create:

The e-invoice is saved to eDocumentation and receives the status Send.

2. Sending an e-Reminder

In the toolbar of the Documents form, the person responsible selects the (Import/Export Data) button and the eWorkflow Send eDocument to bizBox.

• This feature forwards the e-invoice to the customer through an electronic mailbox.

HINT eWorkflow Send eDocument to bizBox forwards all e-documents in eDocumentation with the status Send to the recipient via an electronic mailbox. After sending, the e-invoices in eDocumentation gain the status Finished.