Creating reminders

Reminders are generated in the Outgoing invoices screen in the form of a letter that will be opened, edited and printed in the given client's profile.

With TOM 13, reminders can be generated as e-mail.

 

Indication of invoices in default

TOM highlights the payment status of open invoices provided the credit and reminder periods have been entered correctly in the Client module. The reminder status is highlighted with  !  für Reminder Status 1, and with  !!  at the far right of each list row (Status column).


The text templates for printed reminders can be edited in Program settings - Forms > Reminder. One text template is offered for each of the two reminder stages.
The text template for e-mail reminders needs  to be filled or edited in Program settings - Forms > E-Mail > Reminder. There is only one universal template.

 
Creating printed reminders

In  Outgoing invoices  layout, call Open invoices for a better overview.
Click  !!  or  !  to create a new printed reminder. It will be generated in the correspondence section of the respective client's profile from where it can be edited and printed.

 

Resetting a 'Reminder sent' status

After creating a printed reminder you cannot issue another reminder with the same status. However, you can reset this status (clear the reminder date) if, for whatever reason, you want to issue another one with the same status.

 

E-mail reminders

Click on the e-mail icon in the Reminder section in the editing part (bottom of screen) of each list item. This type of reminder has no restrictions regarding status and frequency.