Past Due Notice

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 )

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.