Print payment reminder

In this procedure you can print payment reminder documents. The list type Payment reminder shows which invoices are overdue for the customer right now. It displays payment reminder texts which depend on how many reminders have already been sent.

In the procedure Payment reminder basis you can list invoices used as basis for documents in this procedure. In the list for the payment reminder basis, you can mark the Include checkbox for the invoices you wish to include as reminder documents. By linking to the Print payment reminder procedure you can load them in that procedure.

The list type Statement shows the total summary regarding the customer: both overdue invoices and invoices that are not overdue.

Both documents group the invoice information by currency. A separate section is created for each currency if you invoice a customer in different currencies.

The list type Statement balance/customer shows the period's balance brought forward, transactions (invoices and payments), and closing balance. Paid invoices are shown in italic font.

Payment reminder

This list type loads documents showing which invoices are overdue for the customer.

Statement

This list loads documents showing the total summary regarding the customer: both overdue invoices and invoices that are not overdue.

Statement balance/customer

This list type loads documents showing the statement per customer. For each customer you will see the period's balance brought forward, transactions (invoices and payments) and closing balance.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.