Use this form to define the contents and layout of reminders to be sent to debtors. In addition to the list of open items, you can add a logo, a title, and headers and footers to reminders. For each language, you can define the texts of the reminders and the number of subsequent reminders you want to send. You can create a layout for each debtor, reminder and language. You can choose the languages yourself, for example English, French and Spanish.
For the first, second and third reminders, you can use a standard report. You can also use the FastReport report generator to customize the reports to suit your needs.
In Isah, navigate to Document delivery method to specify the settings to be used for automatically sending reminders:
On the Email tab, register the recipient(s). As a minimum, choose 'To' in the Invoice address contact field. You can also register other contacts or employees that are to receive the reminder by email.
On the Email tab, enter the Sender, Subject, Text and Attachment(s).
Make sure that the other settings for sending emails are configured:
Enter the invoice address and the email address for the relevant debtor.
Fill in the email addresses of the other contacts that should receive an email.
On the Communication tab, specify which contacts and/or employees are to be added as CC or BCC recipients of reminders sent by email.
In Isah Finance, navigate to the Reminders tab, and in the Report field, select the report containing the reminder you want to send, and then choose the defined delivery method.
On the Reminders form, run the Create reminders process. The reminders will now be sent to the debtor automatically.
Choose the language to be used for the reminder: this can be any language defined in Isah. The customer's language is used when the reminder is created. If the language is set to English, an English reminder will be created; for a Spanish customer, a Spanish reminder will be created (if defined), etcetera.
Specify the number of consecutive reminders you want to be able to send. You can choose up to three reminders for each language. You can create a custom layout for each of the reminders. If more than three reminders are created, then the layout of the third reminder is used for every reminder after the third reminder.
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