How to run a reminder run

Outstanding debtor items arise when booking a sales invoice. The age of the open item depends on the invoice date and the due date. In the Outstanding debtor items module, you will find all outstanding items. To send a reminder, at least the process numbering and the report definition must be set up. It is also highly recommended to pre-configure reminder statuses. If the setup is correct, you can create reminders using this step-by-step guide.

Step 1: Generate the outstanding debtor items

Open the Outstanding debtor items module. The module opens with a blank screen where you can enter a search query. Check if the Completed field is part of your search query and optionally set the filter to "= empty". Add the Due Date field using the Add a field

You have now applied a filter but have not yet listed any data. Click on Refresh

Step 2: Click on 'Reminder'

First, select the open items you want to include in a reminder run, then click on Reminder

Step 3: Select the reminder status

In the 'Reminder' window, select the desired 'Reminder Status', for example, "1st Reminder". The fields in the window will now be filled with the data set in the reminder status. If a reminder status is not available, first set the reminder status.

Click OK. The report Reminder (8632) will appear. This report can now be sent to the respective debtor. In the list, the columns 'Reminder Status' and 'Reminder Date' are now filled, as well as the reminder run number. This list contains all items included in the reminder run.

Step 4: Check the reminder run

In the Details, you will find all the data for each outstanding item. You can also quickly navigate to the debtor from there. The reminder can also be found in the Reminder Runs table.