Open the Create Reminders window.

Creates reminders for customers with overdue payments.

For each customer that you need to remind, the Reminder window must be filled so that the Create Reminders batch job can determine the following:

For more information, see How to: Create Reminders Manually.

The reminder terms can be broken down further into levels that provide the flexibility of using different terms on reminders depending on whether the reminder is the first, second, or third notice to the customer. When you run the Suggest Reminder Lines batch job, the Grace Period field in the Reminder Levels window determines when the first and subsequent reminders will be suggested. For more information, see How to: Set Up Reminder Levels.

If the batch job finds at least one open customer ledger entry that has not been paid on time and that is not on hold, then it will insert all open customer ledger entries that are not on hold, even if the entries are not due for payment yet. To avoid this, you can select the Only Entries with Overdue Amounts check box on the Options FastTab. For more information about putting customer ledger entries on hold, see On Hold.

Note
The batch job only inserts open customer ledger entries that are in the currency code that you specify on the reminder header. If you invoice a customer in more than one currency, you must create a reminder for each currency.

Note
If you choose to calculate interest on reminders, and if the Interest Calculation field in the Finance Charge Terms window contains the Closed Entries option, then the batch job will also calculate interest on the closed portion of open entries, the paid amount.

Options

Option Description

Posting Date

Enter the date that will appear as the posting date on the header of the reminder that is created by the batch job.

Document Date

Enter the date that will appear as the document date on the header of the reminder that is created by the batch job. This date is used for any interest calculations and to determine the due date of the reminder.

Only Entries with Overdue Amounts

Specify if the batch job will only insert open entries that are overdue, meaning they have a due date earlier than the document date on the reminder header.

Include Entries On Hold

Specify if the batch job will also insert overdue open entries that are on hold.

Important
Open entries that are on hold will be inserted, irrespective of the setting in the Only Entries with Overdue Amounts check box.

Use Header Level

Specify if the batch job will apply the condition of the reminder level to all the reminder lines.

Tip

See Also