How to set the reminder status

After you have checked and possibly adjusted the process numbering of the reminder run and set the report definition of the reminder, you now set the reminder status. Follow the steps below to do this quickly and easily.

Step 1: Go to the reminder statuses

Open the module Reminder Statuses. You will immediately see the list of existing reminder statuses. First, check if the reminder statuses for the reminder already exist. If not, proceed to step 2.

Step 2: Create a new reminder status

Click on Reminder Status

Step 3: Fill in the Detail of the reminder status

Now fill in the following fields. It is important to follow this order:

1. Enter a sequence number in the fields Reminder Status and Order and fill in the Description field with a relevant description, for example, "1st reminder".
2. Enter your default payment term in the Payment Term field. During a reminder run, you can override this term.
3. Type the text in the Memo field as it should appear on the standard layout.

4. Select the report set in the report definition under Report.
5. Configure the Target Structure:
   • Select the 'Export' option under Target.
   • Type the following in the File field: [ReportParameter(reminder_num)]-[debi_num].pdf.
   • Click OK to close the 'Report Export' window.

Step 4: Save the reminder status

Click Save