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Finalise and print/e-mail the reminders

You either send the reminders by e-mail or you print them (depending on the supply type for the debtor). You can print a run several times. You can add the reminders to the debtor's dossier. This only happens the first time you finalise the print of the run.

Note:

If you finalise the print of a run, you can no longer make any changes. Check the run before finalising the print.

Be careful when printing an older run. This contains all of the outstanding items you selected when you generated the run. These outstanding items may have already been paid.

After finalising the reminders, Profit increases the reminder counter of the outstanding item.

in the properties of outstanding items, Profit tracks how often the relevant invoice has been included in a reminder. You can also print a reminder letter from these properties.

To finalise and print/e-mail reminders:

  1. Go to: Financial / Debtor / Reminder.
  2. Select the last run.
  3. Click on the action: Finalise and print/E-mail.
  4. Click on Yes in the message.
  5. Select the Only process reminders that have not yet been processed. check box to process lines that have not yet been printed or e-mailed.
  6. Select the Alleen nog niet verwerkte [aanmaningen/rekeningoverzichten, e.d] verwerken check box to process lines that have not yet been printed or e-mailed.
  7. Select another printer, to print from a different printer.
  8. Select a different printer tray, to print from a different printer tray.
  9. Select Different issue if you want to provide supply all lines in the same way and therefore do not want to take the Preferred issue method set for the purchase/sales contacts into account.
    1. Select the deviating supply method that will be the same for all selected lines, namely: PrintPrint and e-mail PDF or E-mail PDF. For invoices you also have the option E-mail e-invoice + PDF.
    2. Select a deviating report (other than that set in the sales/purchase contact profile).
    3. Select a Message template if you selected one of the e-mail options as the deviating supply method.
    4. Select the Save in client record check box if you want to store the issued reports in the dossier of the contact/contacts.
  10. Select a different sorting sequence if necessary.
  11. Select the Descending check box if you do not want to print the data sorted in ascending sequence.
  12. Click on: Next.

    You now see an overview of the debtors to whom you have sent a reminder together with the supply type.

  13. Select a line with supply type Print.
  14. Click on the action: Print preview.
  15. Check the report.
  16. For the supply type E-mail, you can display a preview using the E-mail preview action.
  17. Click on: Finish.
  18. Click on: OK when the message informing you that the processing is complete is displayed.

    You see that the Printed, Mailed, Permanent and Dossier check boxes have been selected in the view.

    You can retrieve the sent reminders per debtor using the Sent reminders (Profit) report.

Directly to

  1. Reminders
  2. Configure reminders
  3. Specify the reminder settings per debtor
  4. Edit outstanding items for reminders
  5. Add reminder run
  6. Reminder order checklist
  7. Check and edit the reminder run
  8. Finalise and print the reminders
  9. View reminders via outstanding items
  10. Interest on credit notes

Process

Reminders