QAD 2017 Enterprise Edition
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Accounts Receivable
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Reminding Customers of Outstanding Balances
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 . 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.