Payment reminder basis

In this procedure you can display overdue invoices that can be used as bases in order to send reminders to customers.

In the detailed list you can check the records and select invoices to be included in the payment reminders to be sent, by linking to the Print payment reminder procedure. Can also load a total list of overdue invoices. There is also a list of invoices to be sent for collection, that is, invoices that have reached the maximum number of payment reminders printed and that you can select and send to an agency for collection. For such invoices, no further reminders will be sent.

Detailed

This list type displays detailed bases for sending payment reminders to customers. The overdue invoices that have exceeded their grace period can be loaded here.

Total

This list type displays total information about remaining amount and accrued interest. You cannot update anything in this list.

Collection

When using this list type only invoices for which the maximum number of payment reminders have been printed, will be displayed

The presentations determine how the selected list should be displayed/presented. For example if it should be presented as grouped or as total. There are some standard presentations included in the program.

In most procedures where you can load lists, it is possible to create your own presentations. This is done under Presentations in the backstage of the procedure in question. If you create your own presentation you can for example choose if it should have a drilldown function and a drilldown filterering.

You can select which columns the list should consist of, and for each of the columns you can configure grouping, sorting, aggregation, and if the column should be shown in chart form and if it should be printed. Additionally you can also make printout settings, chart settings, and settings regarding extra aggregation.

Read more about this in Presentations.

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.