Update Reminder Template in Invoices per Customer
Explanation
This activity is used to update the reminder template in invoices for a customer.
When the reminder template for the customer is changed, the existing invoices
can be updated using the new reminder
template of the customer
at the same time. You can update the reminder/interest info when the modified
customer information is saved.
Prerequisites
Unpaid or partially paid invoices must exist for the customer.
System Effects
The reminder/interest info of unpaid and partially paid invoices are updated
with the new reminder template of the customer. When a customer reminder
proposal is created, the invoice is loaded into the proposal based on the
reminder template updated in
reminder/interest info of the invoice.
Window
Customer
Related Window Descriptions
Customer/Payment
Procedure
You can either perform the update of reminder templates in invoices directly
when the customer data are saved (procedure A) or separately with a right mouse
button option in this tab window Customer/Payment.
To perform the update when customer data are saved:
- Open Customer window and click on the Payment tab.
- Enter in Reminder Template another template ID or select another
template ID from the list of values.
- Click Save.The
Customer will be saved with a new reminder
template ID.
- An Information message will be raised, whether you want to update
reminder/interest info of invoice installments with the new reminder
template. Click Yes, if you want to proceed or click No
if you don't want to update.
- An information message will be displayed with the
updated number of reminder/interest info.
To perform the update using
the right mouse option:
- Open Customer window and click on the Payment tab.
- Right-click
and click Update
Reminder/Interest Info with Reminder Template to open
.
- An information message is raised, whether
you want to update reminder/interest info of invoice installments.
Click Yes, if you want to proceed or click No
if you don't want to update.
- An information message will be displayed with the
updated number of reminder/interest info.