Search for customers with Outstanding invoices
To search for customers with outstanding invoices:
- Click ‘Invoice’ > ‘Customers’ > ‘Reminder’
- Fill in the fields (see details about the fields below)
- Click ‘OK’
To book and send a reminder
- Select the customers you want to send reminders to by clicking to the right of individual customers or on ‘Select all’ above the list area
- Click ‘Book selected’
- Edit the fields Details
- Click ‘Yes’
Details about the fields
Note: it is not necessary to edit all the fields.
| Field | Action |
|---|---|
| From/To group | A group interval to list reminders (or account statements) for. |
| From/To customer | A customer number interval. |
| From/To date | A date interval for entries. Note that the ’to’ date will be the date of the document. |
| Currency | The currency of the reminder or account statement. |
| Type | Reminder number or account statement. Note that reminders must be sent in numerical order. |
| Grace period | The number of days to wait after a due date before including the customer in this search. E.g., if ‘5’ days, all customers with invoices due earlier than 5 days ago are included. |
| Charge | The amount you want the customer to pay for the reminder. |
| Interest charge | Whether to charge interest by calendar month or exact month. Note that if interest has previously been charged, new interest is charged from the end of the previous interest charge period. |
| Interest | The interest rate (%) to apply per month. |
| Trifle, interest | The interest charge is not charged if smaller than this amount. |
| Trifle, balance | The outstanding amount is ignored if smaller than this amount. I.e. to avoid sending reminders to customers who owe a total of less than e.g., £20, type “20” in the field. |
| Text for opening balance | The balance as of the ‘from date’ is automatically displayed. You can add a text to be displayed with the opening balance (e.g., ”Balance on 30.06.20XX”). |
| Text for invoice entries | The heading of the invoice is filled in automatically, but can be edited. |
| Terms of payment | Select existing or create new terms of payment. |
| Payment date | The new due date of the payment. |
| Heading | Enter a title, e.g., Reminder 1. |
| Text | The text of the reminder. |
| Text, interest | A text for the interest line, e.g., “Charged interest”. |
| Text, charge | A text for the interest charge line, e.g., “Reminder charge”. |
| Would you like to go back? |
|---|
| Go back to the Reminders homepage |