View - Settings - Accounting
- Customer & Supplier Ledger
In Payment Reminder Settings you can see the payment reminder statuses at the bottom of the window, based on the number of reminders you have selected to issue before notice of debt collection. You can define the settings for each Payment reminder status by clicking Edit.
Make the settings you require
Number of days from due date before notice: Here you select how many days will pass after the due date for an account before you can generate a payment reminder.
Number of days in payment term: Here you decide how many days the customer will have to settle the amount on the payment reminder.
Customer to be marked as credit stop: Check here if you want to stop the customer from receiving further invoices until the overdue amount is paid.
Group for late charges
In the Group for late charges tab you can create new groups for late charges and edit existing ones. By using groups for late charges you can easily maintain and update the customer register with information such as changes to late payment charges. Changes to a group for late charges are applied automatically to all customers linked to the group, which means that you avoid having to change the charges manually for all customers who are to be sent payment reminders.
Domestic/International reminders
Settings for domestic/international reminders are almost identical. The only difference is that the settings for domestic reminders only apply to Irish customers, while the settings for international reminders apply to international customers.
Description: You can enter the text you want to appear on the actual reminder to the customer here. For example, 1st Reminder or 2nd Reminder.
Printout form: You select whether the printout form is to be with or without giro here.
Edit E-mail templates for: If you click Domestic customers, an E-mail template appears which you can edit and adapt to your company. You can click International customers in the International reminders tab and adapt the template for international customers.
Fixed text: Fixed text that is entered in this field will appear on all payment reminders with this status. You can enter texts in different languages, to suit the need of your international customers.
Note! Before sending out reminders/notices,
you should take some time formulating the text that will be used on the
reminder. For more information about this, please contact your debt collection
company.
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