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SB Lawyer gathers unpaid invoices in Cust. Entries to remind, with their reminder level and your comments. Reminders are then created and sent with the standard Business Central features.
- Reminder terms and their levels are set up, then assigned to customers. See Set up reminder terms and levels.
- The customer’s Reminder Contact, or the matter’s, receives the reminders.
- Open Cust. Entries to remind, or select a column of the aged balance chart on your Role Center.
- For each invoice, check its reminder level and the reminders already sent.
- Choose Comments to note where the payment stands: the last comment shows in the list.
- To stop reminding an invoice, put it on hold with an on hold code; Remove on hold Code puts it back into reminders.
- In Cust. Entries to remind, select one of the customer’s invoices, then choose Create Reminder. The reminder covers the customer, not only the invoice.
- Suggest the reminder lines to get all their overdue invoices.
- Print a test to check the reminder.
- Issue the reminder, by print or by email.
To remind several customers at once, create the reminders from the Reminders list, then issue them. Sent reminders are in Issued Reminders. For more information, see Collect outstanding balances.