The Modify Invoices per Reminder Proposal activity is used either to exclude one or more items included in the reminder proposal, or to include an invoice that was excluded when a reminder recipient was excluded from the proposal. You can find invoices at a certain reminder level by using the query function. In the Query option, you can delete an invoice from the proposal (Exclude) or Include an invoice deleted previously. This could be done if a recipient is excluded from the reminder proposal. Using the Invoices per Reminder Proposal page you can include one or more of the recipient's invoices in the proposal. The reminder recipient's status will then be changed to Included in Reminder Proposal Details.
To include or exclude an invoice in a reminder proposal:
Open the Customer Reminder Proposals page, use the command button, and select Reminder Proposal Details to open the Reminder Proposal Details page. In that page, use the command button and select the Invoices per Reminder Proposal operation.
Select the line you want altered and click in the Status field.
Change status to Exclude to delete the invoice from the proposal. Change to Include if you want to include an invoice deleted previously.
Click Save.
A reminder proposal must have been created.
As a result of this entry, single customer invoices can be included or excluded in the reminder proposal.