Reminders periods tabs
The names of the first four tabs are created in the document type for reminders. On each tab there is the collected data by individual periods in two tables.
 |
HINT
The desription of the columns is the same for all set reminder periods in the document type.
|
Here is a description.
Content of the table:
|
Selected
|
Reminders will be created only for marked candidates. Right mouse click option Select all will select all the candidates with all the documents. Similarly, the option Decline all will decline all the candidates with all the 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
|
The 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
|
The entity balance.
|
|
Interest
|
The sum of all (overdue) interest for the entity.
|
|
Send Method
|
There are two choices:
It is filled when the candidates are collected. The choice can be changed.
|
|
Reminder Fee
|
The amount of the reminder cost, which is determined in the code book of the 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, e-mail for sending reminders, the program selects the Primary e-mail address or leave the field blank if this address is not found either. The missing address can be filled in manually.
|
Contents of the table:
|
Selected
|
If the subject is not selected, it will not be printed nor will the reminder be sent.
|
|
Linked Doc.
|
The linked document number.
|
|
Doc. Date
|
The document date.
|
|
Value Date
|
The due date of the document.
|
|
Balance
|
The document balance.
|
|
Interest
|
The interest amount for the document.
|
|
Days
|
The 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
|
The checkbox is automatically checked when:
- the document, with send method Traditional is printed
- the document, with send method Electronic is sent via e-mail
|
3.
In the footer you can write a note and click on additional functions.
|
Note
|
Enter a note for reminder.
|
|
Sign/Print/Archive
|
Reminder will be signed, printed and archived in the Documents.
Reminders documents will be archived in the Documentation module with status F - Finished.
|
|
Print Reminders
|
By clicking on this you will print reminders.
After the printing of reminders, there will be entries in debt collection module under set type in the Debt Collection Document. In the Note field there will be a symbol P (as print) and a number of reminder.
|
|
Send Reminders
|
By clicking this you will send reminders.
|
HINT
The program will send reminders to email which is entered for the Subject in the Subjects Register in the Contact field as an Email Address of a Reminders Sender.
|
After sending a reminder by e-mail, there will be entries in debt collection module under set type in Debt Collection Document. In the Note field there will be symbol E (as e-mail) and number of reminder - document.
|