Creating Reminders Automatically

In the program, a reminder is similar to an invoice. When you create a reminder, a reminder header, as well as one or more reminder lines, must be filled in. You can manually fill in a header and have the program fill in the lines, or you can have the program create reminders for all customers automatically.

To Create Reminders Automatically:

  1. Open the Reminder window.

  2. In the Reminder window, click Functions, Create Reminders. The Create Reminders batch job request form appears.

  3. Set a filter on the Customer and/or the Cust. Ledger Entry tab if you want to create reminders for selected customers and/or for specific entries.

  4. On the Options tab, fill in the fields with the relevant information. For Help about a specific field, click the field and press F1.

  5. Click OK to start the batch job.

Related Topics

Creating Reminders Manually

Setting Up Reminder Levels

Setting Up Reminder Terms

Setting Up Reminder Texts

Create Reminders Batch Job