This is a debt collection tool that helps you to send a reminder to your customers that their account is overdue.
The reminder is sent as an email with an interim statement attached.
The subject and body of the email is chosen at the start of the process from 1 of up to 5 levels of reminders.
Before using this process, make sure you go to Standard Stationery Messages and set up the reminder email subject, body and ‘from’ email address details. Look for ‘Overdue Reminder n’ in the list of available email templates.
Note: there is no preview of selected accounts for this function – reminder letters are sent immediately once the submit button is clicked and the report is launched.
Scheduling reminders
Step 1 is to choose the reminder email template (as set up in Standard Stationery Messages).
Step 2 is to enter your selection criteria. At lease one of the filters must be an ageing period or the account balance filter. For example, select customer accounts with a 120+ day balance greater than zero. Tip: You can use the ‘Overdue Reminders – with preview‘ function to work out the filter if you like.
Step 3 launch the report. The report you receive is a summary of accounts who are sent (or not sent) reminders. You can launch the report ‘now’ to the PDF viewer (or output of your choice), but please be aware that this also triggers the action to create statements and email customers. If you want to schedule the report to run at a specific time, click the Email send option, and schedule for the required time. See the attached video for a demonstration of how to do this.