Reminders

 Reminders

The Reminders module is designed to close outstanding items at optionally defined intervals and sending reminders of overdue liabilities via email or in writing.

You can access the module from the menu Financials | Reminders and choose a document type.

WARNING In order to use this module you need to create a new document type for reminders.

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.

hint Authorizations for reminders can be set in the Administration Panel - Authorizations.

Here is a description of the form and its individual elements.

1. Toolbar: The toolbar is found on each PANTHEON form at the top of the program window. 
2. Header: The main information of the document are set.
3. Criteria: The selection of the candidates to send out reminders can be limited by criteria.
4. Report Type: Before printing or sending reminders, we need to select the Report Type.
5. Tabs: On the document type created for reminders you can create reminder periods which are then seen here as tabs (e.g. 1^st Period (To 8 Days)).

• Reminder periods tabs: On each tab there is the collected data by individual periods in two tables.
• History tab: On this tab you can find sending reminders review.
• Invoices for Interest tab: On this tab you can issue invoices for interests.
• Documents tab

HINT In the module Reminders, you can also post the cost of the reminder and create invoices for (late) interest.