Using this option, the invoices are printed according to the customer setting.What Does This Procedure Do?
You can print payment reminders or account statements using this procedure. The payment reminder printout shows all the invoices that are overdue, while the account statement shows all the unpaid invoices, both overdue and not due.
Before printing, you can print a list showing which invoices are overdue for each customer. This is done in the Payment Reminder List procedure. You can also deselect payment reminder printouts for overdue invoices in that procedure.
You can print on a preprinted form or on a blank paper. You can print payment reminders at any time.
The Payment Reminder Text procedure in the Global Settings must be up-to-date for the number of payment reminders that are used. The payment reminder text is printed under the invoice rows on the Payment reminder form.
In the Form Settings procedure in the Global Settings, you will find settings for the forms Payment reminder and Account statement, such as how many copies of the document you want to print, etc.
In the Form Additional Text in the Global Settings, you can enter an additional text for the forms Payment reminder and Account statement. This text will always be printed on these forms.
Managing Windows
The Search Form in this procedure consists of two portions. In the left portion of the window, you can select the printout by entering an interval of customer codes, customer names or categories. If you leave these fields empty, the system will print payment reminders for overdue invoices for all the customers or categories.
In the left portion of the window you select which type of form you want to print, printout date, our reference and your reference. You can also select the number of copies you want to print, reminder number and says between reminders. You can also select whether or not to include accrued late fees and credit invoices.
In the right portion of the window, which only appears after you have clicked on Preliminary selection, you can see which payment reminders will be printed when clicking on Print. You can deselect the payment reminders that you do not want to print. You can preview a payment reminder by using Preview or double-clicking on the customer code.
Read more about the different methods for printing invoices; "Preliminary Selection" and "Direct printing via intervals" that are described in the Help Function for the Print Invoices procedure. These methods also apply when printing payment reminders.
During both of these methods, a form check is performed after printout. The payment reminders that have been printed will appear in the right portion of the window and you can approve the printouts, update the printed reminders, deselect reminders, reprint reminders or cancel the printouts. This means that the printouts can be reset or restarted, in case you have a paper jam in your printer etc.
Window Functions
Using this option, the invoices are printed according to the customer setting.
Read more about the other Window functions under Window Functions in the MONITOR Basics guide.