Credit Management - Reminding
This functionality allows you to send reminder letters to your customers for outstanding invoices which have gone past there due date.
- From the 'Sales' menu select Runs.
- Click ‘New’
- If you have multiple reminder scenarios, select the scenario you wish to use.
- You can define the following:
- Range of customers
- Specific invoice number
- Transaction type
- Initially the above screen will display an hour glass symbol on the right hand side whilst Twinfield creates the reminder run. As soon as Twinfield displays the notification that the reminder run has been created, click the refresh icon to display the three icons as listed below.
- Click this icon
to edit the reminder run. - This enables you to deselect customers or individual invoices from the reminder run.
- This icon
enables the user to generate the reminders by email or via the file manager. As with creation of the reminder run, once the generation process runs the icons on the right will be replaced by an hour glass. Click the refresh icon to update the statuses. - This process emails reminders to customers that are set to receive reminders via email and places other reminder letters as a pdf file into the file manager from where they can be printed
- Click this icon
to delete the reminder run . - To finalise the reminder run click this icon
.
This will place an action code against those invoices
Please note:
- Reminders: Can be electronically sent by applying the setting on the customer’s account (credit management tab).
- Reminder scenario: Tick the electronic reminder option and create a reminder message.
- Delete immediately: If the customer balance is 0 or less, the customer will not be included in this reminder run.
- File Manager: A log file is produced which details a line for each reminder created whether the remainder will be sent by email or if a Word document will be stored in the ‘Reminders’ folder.