Past Due Notice - Revision history

Moha at 13:21, 10 June 2011

2011-06-10T13:21:57Z

Moha at 13:20, 10 June 2011

2011-06-10T13:20:28Z

Moha: Created page with "Click Actions > Past Due Notice to email your customer a past due notice for an overdue invoice. Before you do this, you need to setup your past due report in the Setup module. ..."

2011-06-10T13:18:46Z

Created page with "Click Actions > Past Due Notice to email your customer a past due notice for an overdue invoice. Before you do this, you need to setup your past due report in the Setup module. ..."

New page

Click Actions > Past Due Notice to email your customer a past due notice for an overdue invoice. Before you do this, you need to setup your past due report in the Setup module.

Setup your Past Due Report
1. Go to Setup module > Company.
2. Click Printing.
3. Click Edit. (<span style="color:orange"> 1 </span>)
4. Select AR PastDue. (<span style="color:orange"> 2 </span>))
5. In the Use This Template field, select the report template you want to be sent for the past due notice. (<spanstyle="color:orange"> 3 </span>))

[[File:PastDueTemplate.jpg]]

<h3>Notifications for Past Due Customers</h3>

For customers consistently late on payments or with a very large balance, you can setup a notification to notify SME Users when creating a new order that the customer is behind in the account.
Click [[Notifications]] to read how to setup a notification on a customer record.

@@ Line 5: / Line 5: @@
 #       Click '''Printing'''.
 #       Click '''Edit'''. (<span style="color:orange"> 1 </span>)
-#       Select '''AR PastDue'''. (<span style="color:orange"> 2 </span>))
+#       Select '''AR PastDue'''. (<span style="color:orange"> 2 </span>)
-#       In the '''Use This Template''' field, select the report template you want to be sent for the past due notice. (<span style="color:orange"> 3 </span>))
+#       In the '''Use This Template''' field, select the report template you want to be sent for the past due notice. (<span style="color:orange"> 3 </span>)

@@ Line 1: / Line 1: @@
-Click Actions > Past Due Notice to email your customer a past due notice for an overdue invoice. Before you do this, you need to setup your past due report in the Setup module.
+Click '''Actions''' > '''Past Due Notice''' to email your customer a past due notice for an overdue invoice. Before you do this, you need to setup your past due report in the Setup module.
 Setup your Past Due Report
-.       Go to Setup module > Company.
+#       Go to '''Setup''' module > '''Company'''.
-.       Click Printing.
+#       Click '''Printing'''.
-.       Click Edit. (<span style="color:orange"> 1 </span>)
+#       Click '''Edit'''. (<span style="color:orange"> 1 </span>)
-.       Select AR PastDue. (<span style="color:orange"> 2 </span>))
+#       Select '''AR PastDue'''. (<span style="color:orange"> 2 </span>))
-.       In the Use This Template field, select the report template you want to be sent for the past due notice. (<spanstyle="color:orange"> 3 </span>))
+#       In the '''Use This Template''' field, select the report template you want to be sent for the past due notice. (<span style="color:orange"> 3 </span>))