Configure a report layout and message template for e-mailing reminders

If you want to send digital reminders by e-mail, in addition to a report layout you also link a message template for the reminders to the reminder set in the Profit Financieel settings. This message template is the e-mail message, if desired personalised with tags, which you send together with the reminder as a PDF in the attachment. You can also set up a specific sender in the message template.

To configure the report and message template for e-mailing reminders in a reminder set:

  1. Go to: Financial / Management / Settings.
  2. Go to the tab: Remind.
  3. Open the properties of the reminder set. You can use different reminder sets.
  4. Go to the tab: Line.
  5. Open the properties of the 1st reminder set line.
  6. In Report select the report layout you want to use to generate the reminder letters. Special layouts are available for reminders with interest. Separate layouts are also available for e-mailing digital reminders.

    Fin_Berichtsjabloon voor e-mailen aanmaningen inrichten

  7. Select a message template for the reminders that you will be sending by e-mail in PDF format.

    The text of the message template is incorporated into the e-mail message and the reminder is attached as a PDF file. First add the message template if you have not already done so.

  8. Click on: OK. 
  9. Repeat these steps for the second and third reminder lines.

    If desired, you can link a different message template to each reminder line (1, 2 or 3).

  10. Click on: OK.
  11. Click on: Finish.

See also:

Directly to

  1. Configure reminders
  2. Add reminder report layouts
  3. Add a reminder set
  4. Set the interest on reminders
  5. Configure the e-mail server and general sender in an environment
  6. Configure a report layout and message template for e-mailing reminders
  7. Record the issue method for each debtor