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. ...")
 
 
(One intermediate revision by the same user not shown)
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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.
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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.
  
 
Setup your Past Due Report
 
Setup your Past Due Report
1.       Go to Setup module > Company.
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#       Go to '''Setup''' module > '''Company'''.
2.       Click Printing.
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#       Click '''Printing'''.
3.       Click Edit. (<span style="color:orange"> 1 </span>)
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#       Click '''Edit'''. (<span style="color:orange"> 1 </span>)
4.       Select AR PastDue. (<span style="color:orange"> 2 </span>))
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#       Select '''AR PastDue'''. (<span style="color:orange"> 2 </span>)
5.       In the Use This Template field, select the report template you want to be sent for the past due notice. (<spanstyle="color:orange"> 3 </span>))
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#       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

  1. Go to Setup module > Company.
  2. Click Printing.
  3. Click Edit. ( 1 )
  4. Select AR PastDue. ( 2 )
  5. In the Use This Template field, select the report template you want to be sent for the past due notice. ( 3 )


PastDueTemplate.jpg


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.