Enter or Modify Reminder Templates
Explanation
This activity is used to enter reminder templates via the Reminder Templates page. All customers entered should
be linked to a reminder template. Reminder templates are used for creating reminders on outstanding balances. When
a customer is entered for the first time, a default template is provided. Only one template can be the default
template, but it can be replaced by another. When a new customer invoice is entered, the reminder template entered
for the customer is automatically linked to the invoice. Changing a reminder template does not change individual
invoices previously entered. If there is a need to update reminder template for open invoices, the function can be
used in Customer/Payment page. Use the reminder template you define instructions on how open items
are loaded into the reminder proposal. You can connect up to 99 reminder levels with associated text to a single
reminder template. You can select several print options to meet specific needs regarding content and structure of
the reminder printout.
- Fill in the number of days in the Accepted Delay field. The Create Reminder
toggle is enabled automatically.
- Enable Invoices Not Due if these are to be included in the reminder. Enable Customer
Credit Items if credit invoices are to be included. Enable Invoices Reached Highest Reminder
Level if you want to include all invoices that has reached the highest number of reminder levels of the
reminder template. Enable Accrued Interest if accrued interest is to be shown.
- Enter a threshold in Installment Amount Due below in Accounting Currency, if an open item
with amount due less than the threshold shall be loaded into the proposal with status Excluded. If you leave this
field empty, Installment Amount Due below will not be checked when a reminder proposal is created.
- Enter a threshold in Reminder Amount Due below in Accounting Currency, if a payer with total
amount due per currency and reminder template less than the threshold shall be loaded into the reminder proposal
with status Excluded. If you leave this field empty, Reminder Amount Due below will not be checked when a
reminder proposal is created.
- Click on the New button in Reminder Levels section. Enter a Title and Min Days to Next
Reminder. Note that level 0 is given automatically when the system is entered. The level is set by the system in
chronological order, depending on how many reminders are to be included in the reminder template.
- Using Set Collection Level command button, specify which customer shall be loaded into the reminder
proposal with status Excluded for that level. If the collection level has been reached for this particular
customer, the company can initiate a debt collection routine
.
- If Collection Level is enabled, specify Customer from the Collection Identity drop
down-list available in Exclide from Reminder Proposal section, in order to activate the check
for that collection level.
- Specify the Layout ID to be used when printing reminders from the drop-down menu from the
Print Options section. If one of the existing Reminder Layouts is indicated as default, it is
displayed by default.
- Enable the Print AR Contact Data, if the payer's AR Contact with Name, Phone, Fax and
Email should be printed in the reminder report. If no AR Contact is defined for the payer then AR contact
selected as default in AR Contact page is printed in the reminder.
- Enable Print Notes if the notes of the invoice, credit item, payment on account, payment in
advance or difference item should be printed in the reminder.
- Enable Text of Highest Level Only if only the reminder text for the highest reminder level
should be printed. The reminder text of a lower level will not be printed in the reminder report and the
actual reminder level of the reminded item is printed in the report line.
- Enable Consider Credit Items for Reminder Text and Fee if you want to print the reminder text and
reminder fee of a lower level when credit items are included in the reminder for the payer. The debit items of
the highest reminder level are deducted first by the credit items to lower the reminder level to be used to print
reminder text and fee. This is available only if you enable Customer Credit Items.
Prerequisites
The entry of a reminder template requires that IFS/Payment is installed. A new template can be entered at
anytime.
System Effects
As a result of this entry, a new reminder templates can be used for sending reminders for outstanding customer
invoices and balances. When a new reminder proposal is created, the due open items connected to the reminder
template will be loaded into the reminder proposal according to the parameter specified in the reminder template.
The reminder is printed with content and structure as defined in the print options.