![]() ![]() Then you must use the Update Reminder Text function.Ī customer ledger entry with the On Hold field filled in will not prompt the creation of a reminder. If a calculated amount has been inserted automatically in the beginning or ending text, the text will not be adjusted if you delete lines. ![]() The text that appears at the beginning and end of a reminder is determined by the reminder level terms, and can be seen in the Description column. You can periodically run the Create Reminders batch job to create reminders for all customers with overdue balances, or you can manually create a reminder for a specific customer and have the lines calculated and filled in automatically.Īfter you create the reminders, you can modify them. The contents of the Finance Charge Terms page determines whether interest is calculated on the reminder. Each reminder level includes rules about when the reminder will be issued, for example, how many days after the invoice due date or the date of the previous reminder. ![]() Each reminder term has predefined reminder levels. Each set of terms is identified by a code. You can set up an unlimited number of reminder terms. For more information, see Set Up Reminder Terms and Levels. You can also use reminders to calculate finance charges such as interest or fees and include them on the reminder.īefore you can create reminders, you must set up reminder terms and assign them to your customers. You can use reminders to remind customers about overdue amounts. The last date in a statement period is also used as the statement date and the aging date, if aging is included. If you are using multiple currencies, the Customer Statement report is always printed in the customer's currency. Under Output Options, select how to send the report to the customer.Hover over a field to read a short description. Choose the icon, enter Customer Statement, and then choose the related link.The customer statement can be sent to Excel for further processing. Alternatively, use the Customer Statement report to send your customers an overview of their business with you. Then, you send the customer the generated PDF file. Statementsįrom the customer card, you can create a statement with that customer's transactions with you. Use finance charge memos if you want to debit customers for interest or fees without reminding them of overdue amounts. You can also use reminders to calculate finance charges, such as interest or fees and include them on the reminder. If customers have overdue payments, you can begin by sending the Customer Statement report as a reminder. Managing receivables includes checking whether amounts due are paid on time. ![]()
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