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:

  1. Open Customer  window and click on the Payment tab.
  2. Enter in Reminder Template another template ID or select another template ID from the list of values.
  3. Click Save.The Customer will be saved with a new reminder template ID.
  4. 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.
  5. An information message will be displayed with the updated number of reminder/interest info.

To perform the update using the right mouse option:

  1. Open Customer window and click on the Payment tab.
  2. Right-click  and click Update Reminder/Interest Info with Reminder Template to open .
  3. 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.
  4. An information message will be displayed with the updated number of reminder/interest info.