Selecting Customers for the Reminder Letter
When running the Reminder Letter report, you can specify entities from domains that have the same customer shared set as the current domain. Including activities from all entities ensures that the customer’s balance is accurately reflected.
Example:
The customer, Alderon, has the following balances in entities US-West and US-East:
• Entity US-West. This entity has an Alderon invoice for $75 and an Alderon prepayment for $22. Therefore, Alderon’s outstanding balance is $53 in entity US-West.
• Entity US-East. This entity has an Alderon invoice for $110 and an Alderon prepayment for $150. Therefore, Alderon’s outstanding balance is $-40 in entity US-East.
The sum of Alderon’s activities in both entities is positive. Therefore, Alderon will not be sent a reminder.