This report is a debt collection tool that sends reminder emails for Customer’s whose accounts are overdue.
The report sends an email to the customer with an Interim Statement attached. The wording in the email can be set up in System Manager under Standard Stationery Messages – there are five ‘Overdue Reminder’ email templates to choose from – when you run the report you can choose one of those five options. The template names are ‘Overdue Reminder 1’, ‘Overdue Reminder 2’ etc. If you would like these changed to something more meaningful like ‘Overlooked’, ‘2nd Reminder’, ‘3rd and final reminder’ or ‘Legal action’ then please email support to make that adjustment.
The reminder email with statement attached is sent to the Contact on the Customer that is marked to receive Statements via Document Delivery. If the account is overdue and there is no contact recipient available, the user who submitted the reminders to run receives a report with a list of customers who were sent a reminder and those who weren’t. Note that customers who have the ‘never print a statement’ option set are excluded from receiving reminders.
When running the report, you must enter a filter that will select overdue accounts. For example, you might want to send an email to accounts that have a balance in the ’90 days and over’ ageing period.
Take care when scheduling the report – once you enter the schedule time and click ‘Next’ – then the report is scheduled. If you also click ‘SUBMIT’ then the report runs ‘now’. After clicking ‘Next’ for scheduling simply exit the report launching window so as not to run the reminder task immediately as well.