Several steps are necessary to setup reminders.
Reminder: you can define up to 5 reminder levels but you can only do one configuration per reminder level.
Example
A due date will be taken into account for an N1 dunning if the due date is between (due date + 5 and due date + 30 inclusive) AND if no N1 reminder has already be sent.
Note that is it possible to define negative bounds to dun before due date.
Code | Object | Lower bound | Upper bound | BIRT Template |
---|---|---|---|---|
N1 | Dunning letter | 0 | 30 | reminderCust_N1.rptdesign |
N2 | Reminder before formal notice | 31 | 60 | reminderCust_N3.rptdesign |
N3 | Formal notice | 61 | 99999 | reminderCust_N4.rptdesign |
By default, if you enable the dunning option, all the customers or sales invoices will be have to be dunned. However, you can exclude them from the dunning:
Then, you get the list of due dates matching your criteria: