You can send reminder statements and invoices to debtors who have not paid. Statement reminders are an exact duplicate of the original statement with a different underlay file if you have defined one. Synergetic treats reminders as a separate statement run so you can easily track the history. Synergetic supports:
- up to three reminder levels
- separate PDF underlay files for each reminder level
- separate PDF underlay files for reminder statements and invoices.
The PDF underlay files are managed in the Sub Ledgers sub-tab of the Debtors tab of Finance Configuration Maintenance. See Synergetic Financial Configuration - Debtors tab - Sub Ledgers sub-tab in the Finance manual.
Note: Reminders are not generated for any debtors that have appeared in a statement run dated after the one you have selected, even if they have not paid the statement in full. You can select to add these debtors to a tag list instead.
Creating reminder statements
To send reminder statements:
- Select Debtors > Debtor Statements... from the Synergetic main menu.
- Click
to select an existing statement run.
The Select Statement Number to Print window is displayed. - Select a statement to reprint from the list.
- Click
.
- The Debtor Statement Print window is displayed.
- Click
.
The Generate Statement Reminders window is displayed. - Select the Reminder Number and any other options as described below.
- Edit the Description if required. For example, you may want to include the word OVERDUE.
- Click
The reminder statements are generated. The Debtor Statement Print window is displayed. - You can now:
• View the reminder statements. See Viewing stored statements.
• Email the reminder statements. See Emailing statements and invoices.
• Print the reminder statements. See Printing statements and invoices.
Generate Statement Reminders window key fields
Field | Description |
|---|---|
Reminder Number | Select the reminder number. This changes which underlay file is used to generate the statement. |
Include Debtors with Active Arrangements | Select to include debtors who have active arrangements. |
Date | Date the reminder is generated. |
Due Date | Date the payment is due for this reminder. |
Statement Description | Description of the statement. |
Add Ignored Debtors to Tag List | If selected, add debtors to a tag list if they have not paid this statement in full, but have appeared in a subsequent statement. |
Clear Tag List First if any Ignored | Select to first clear any community members out of the current tag list before adding ignored debtors. |
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