Difference between revisions of "Past Due Notice"
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(Created page with "Click Actions > Past Due Notice to email your customer a past due notice for an overdue invoice. Before you do this, you need to setup your past due report in the Setup module. ...") |
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| − | Click Actions > Past Due Notice to email your customer a past due notice for an overdue invoice. Before you do this, you need to setup your past due report in the Setup module. | + | Click '''Actions''' > '''Past Due Notice''' to email your customer a past due notice for an overdue invoice. Before you do this, you need to setup your past due report in the Setup module. |
Setup your Past Due Report | Setup your Past Due Report | ||
| − | + | # Go to '''Setup''' module > '''Company'''. | |
| − | + | # Click '''Printing'''. | |
| − | + | # Click '''Edit'''. (<span style="color:orange"> 1 </span>) | |
| − | + | # Select '''AR PastDue'''. (<span style="color:orange"> 2 </span>) | |
| − | + | # In the '''Use This Template''' field, select the report template you want to be sent for the past due notice. (<span style="color:orange"> 3 </span>) | |
Latest revision as of 13:21, 10 June 2011
Click Actions > Past Due Notice to email your customer a past due notice for an overdue invoice. Before you do this, you need to setup your past due report in the Setup module.
Setup your Past Due Report
- Go to Setup module > Company.
- Click Printing.
- Click Edit. ( 1 )
- Select AR PastDue. ( 2 )
- In the Use This Template field, select the report template you want to be sent for the past due notice. ( 3 )
Notifications for Past Due Customers
For customers consistently late on payments or with a very large balance, you can setup a notification to notify SME Users when creating a new order that the customer is behind in the account. Click Notifications to read how to setup a notification on a customer record.