Create reminders

Once you have marked a selection of outstanding invoices for the reminder process using the Select/deselect for reminder button, click the Create reminders button to actually create the reminders for the overdue invoices.

While in the wizard, specify whether to save and/or print the reminder as a PDF. If you choose PDF, select the Open folder check box to open the folder in which the reminder is saved.

The Reminders form displays the sequence number of the reminder. The reminder is created based on the layout defined for the sequence number. For each debtor and language, the first, second and third reminders can have different texts; no layout is available for any subsequent reminders.

Note: One reminder is created for each debtor and each layout. If a debtor has multiple outstanding invoices, but the reminders have different sequence numbers, then multiple reminders will be created.