Use this dialog box to enter the reminder date, selection criteria and proposal options for the reminder proposal to be created. Using the Selections tab you can enter for example the selection for the customer or customer groups that will be covered by the reminder proposal. The Options tab can be used to specify how advance invoices and advance payments should be covered by the proposal or, if the proposal should be created in the background. You can also schedule a task to create reminder proposals at regular intervals automatically. A substitution variable can be selected for the reminder date which will be used to replace the real date when the scheduled task creates a new reminder proposal.
For the description of each tab in the window, follow the appropriate link: Selections, Options