Reminders periods tabs

Selected

Reminders will be created only for marked candidates. Right mouse click option Selecta all will select all candidates with all documents. Similar will option Decline all decline all candidates with all documents.

Exclude Interest

A tick in this field means that the selected entity (customer) will not be charged late interest, even though it is specified in the code book of entities (Interest is charged).

Subject

Name of the subject who has overdue debts and we are preparing a Reminder for him.

Name 2

Name 2 of the subject who has overdue debts and we are preparing a Reminder for him.

Debit

The total debit amount of the entity.

Credit

The total credit amount of the entity.

Balance

Entity balance.

Interest

Sum of all (overdue) interest for the entity.

Send Method

There are two choices:

• Electronic
• Traditional

It is filled when candidates are collected. The choice can be changed.

Reminder Fee

The amount of the reminder cost, which is determined in the code book of document types - Reminders.

E-mail

When collecting data, the program reads and displays all the subject's e-mail addresses that we have entered in the codebook of the subject's contact persons (E-mail address for sending reminders). Collected e-mail addresses can be corrected manually when preparing reminders (added, deleted, etc.).

If there is no address under the Address e-mail category. mail for sending reminders, the program selects the Primary e-mail address. mail or leave the field blank if this address is not found either. The missing address can be filled in manually.

Selected

If the subject is not selected, it will not be printed or reminder sent.

Linked Doc.

Linked document number.

Doc. Date

Document date.

Value Date

Due date of the document.

Balance

Document balance.

Interest

Interest amount for the document.

Days

Number of days the document is overdue.

Currency

The currency of the document.

Account

The account of the binding document.

Debit

The debit amount of the document.

Credit

The credit amount of the document.

Sent

Checkbox is automatically checked when:

• document, with send method Traditional is printed
• document, with send method Electronic is sent via e-mail

Note

Enter note for reminder.

Sign/Print/Archive

Reminder will be signed, printed and archived in Documents.

Print Reminders

By clicking this you will print reminders.

After printing of reminders, there will be entries in debt collection module under set type in Debt Collection Document. In Note field will be symbol P (as print) and number of reminder.

Send Reminders

By clicking this you will send reminders.

HINT Program will send reminders to email which is entered on Subject in Subjects Register in Contact as Email Address of Reminders Sender.

After sending reminder by e-mail, there will be entries in debt collection module under set type in Debt Collection Document. In Note field will be symbol E (as e-mail) and number of reminder - document.