Reminding Customers of Outstanding Balances
The system supplies two documents that can be printed and sent to customers regarding their outstanding balance.
• Customer Statement of Account (27.17.19) lists customer AR activity from selected or all entities in a domain. The As Of Date criterion sets a past effective date for the report, and the system calculates and lists all items that would be open as of that date.
• Reminder Letter (27.17.10) lists open items for a customer and includes text that depends on the reminder level of the invoice.
The Statement of Account prints only for customers that have Print Statement enabled in the Payment tab of Customer Create. When the report is generated, you can use the statement cycle to select which customers to print statements for.
Reminder letters are printed only for customers that have Print Reminder selected on the Payment tab of the Customer function; see
Print Reminder. You can print letters for one or more entities, but you must specify a header entity for contact details that print on the report. Contact information for the customer is derived from the Reminder address type associated with the customer’s business relation, if one exists. Otherwise, contact details for the headoffice address are used.
The Customer Reminder Overview includes details for all customers—regardless of the setting of Print Reminder. It is an internal report that lists the reminder level, reminder date, due dates, and original and current balance for each selected customer open item, as well as the customer contact information so that you can call or e-mail them. The overview includes credit notes as well as invoices, so you can see a full picture of the customer’s status.