Print Payment Reminder
Explanation
Use the Print Payment Reminder activity to print reminders. Reminder status of Customer
Reminder Proposals must be acknowledged before reminders can be printed. Only invoices with Included
status are printed in reminders. For each reminder recipient, template, and currency, separate reminders are
printed. For regular customers, the reminder recipient is the customer or payer of the invoices included in the
proposal (when the Send Reminder to Other Payer option is selected in the Payment\Misc Payment Info
tab). For a one-time customer, each invoice address ID is a separate recipient. The invoices included are set
up and sorted by reminder level and due date on the individual reminders. If credit invoices and prepayments are
included, they are shown last. Accrued interest is shown for each reminder level confirmed except reminder level
zero (0). The reminders are printed by using the print options defined in the reminder templates. This includes
also the reminder report and report layout. If a reminder fee is specified in the reminder template, the fee is
printed in the reminder according to the highest reminder level printed in the reminder. You can also specify the
values for the substitution variables Payments Deadline and Payments Included Until to be printed in the reminder
text. The creation of the reminder printouts can be executed online or as a background job. The reminder proposal
is deleted automatically when Print Reminder is executed.
When the print reminder is executed the reminder(s) will be sent depending on the information
connected to the AR Customer Contact and Output Media; Printout, Email, Mail to Fax and XML. If you select the
Batch Printout option the report will collect all reminders within the same Output Media, Language
and reminder template and have it printed on the the same PDF. The sort by function can be used to sort the
reminders in batches either by Customer ID or AR Contact.
Prerequisites
A reminder proposal must have been confirmed before it can be printed.
The following prerequisites should be met in order to send reminders using output media:
- IFS/Print Server and IFS/Connect has to be installed.
- Print Server Archiving has to be enabled.
- The PDF_REPORT_CREATED event must be defined and enabled.
- If the reminder for a regular customer should be sent as an Email, select E-mail from the
Communication Method field in the Customer/Comm Method tab and specify the receiver's
e-mail address in the Value field for the respective customer. The customer AR Customer Contact
should be entered using list of values in the Customer/Payment tab. And also select
E-mail as the output media type from the Customer/Payment tab. For a one-time customer, the
output medium E-Mail together with communication method E-Mail and an E-Mail address must be
connected to the address ID of the reminder recipient. This can be set in the one-time specific information
connected to the invoice(s).
- If the reminder for a regular customer should be sent using Mail to Fax, select Fax Server from the
Communication Method filed in the Company/Comm Method tab and specify the fax server in the
Value field for the company. In the Customer/Comm method tab fax should be selected as
communication method and the receiver's fax number should be specified in the Value field for the
respective customer. The customer AR Customer Contact should be entered using list of values in the
Customer/Payment tab. And in the Customer/Payment tab select Mail to Fax as
the output media type. For a one-time customer, the output medium Mail To Fax together with communication
method Fax and a Fax address must be connected to the address ID of the reminder recipient. This
can be set in the one-time specific information connected to the invoice(s).
- If the reminder for a regular customer should be sent as an XML file, in the Customer/Comm
Method tab a communication method and a corresponding Value for the communication method should be
added. The customer AR Customer Contact should be entered using list of values in the
Customer/Payment tab. And in the Customer/Payment tab select XML as the output
media type. For a one-time customer, the output medium XML together with AR Customer Contact
information must be connected to the address ID of the reminder recipient. This can be set in the one-time
specific information connected to the invoice(s).
System Effects
When a reminder is printed:
- The invoice installment in Reminder/Interest Info per Customer Invoice is updated with a new
reminder date and reminder level.
- Statistical information about the reminder proposal and reminders are created to be viewed in Customer
Reminder History and Customer Reminder Analysis. Only reminder items which were printed as
due are included to the statistical information.
If Batch Print out is selected in the Print Reminder option:
- The batch printout on reminders connected to the output media type Email and Mail to Fax will
be individual printouts.
- The output media Printout and XML will be included in the same printout depending on the output
media, language and reminder template.