Specify the reminder settings per debtor

For each debtor, you specify whether you want to send the reminders via e-mail or print them. You can also specify per debtor whether you want to use a specific reminder set.

To specify the reminder settings per debtor:

Go to: Financial / Debtor / Debtor.
Open the properties of the debtor.
Go to the tab: Payment.
Select the Send reminder check box if you want to send reminders to the debtor using Profit.
Select a Deviating reminder set , if you always want to use the same reminder set for this debtor.
If you do not link a reminder set, then Profit uses the reminder set that you specify when adding a new reminder run.

If you want the reminders to be in French, German or English, select a different reminder set.
Go to the tab: General.
Check or change the preferred supply type and preferred contact.
For each specific report to be supplied you can set up a different supply method and different contact on the Digital tab.
Go to the tab: Digital.
Click on the action: Maintain.
In the top of the entry layout you can see the general settings concerning the supply type and contact for this debtor.
Select Reminder as the Report type:.
Select the Print and/or by e-mail supply type.
Select the contact person you want to e-mail the reminders to.
If an e-mail address has not been set for this contact person, Profit uses the general e-mail address of the debtor.

You can also show the contact person on the reminders (even if you are not sending them by e-mail). If you want to do this, you must add the field for the contact person to the reminder layout. You can do this by adjusting the relevant report layout.
Click on: Finish.
Click on: OK.