In the global settings for projects and reminder, the presetting for the automatic dunning run and for the manual printed combined reminders are defined.
Global settings for reminders |
Template 1. reminder | Selection list | Selection of the project template for the first reminder from the text templates recorded in the project templates. Every reminder duns exactly one invoice. |
Template 2. reminder | Selection list | Selection of the project template for the second reminder from the text templates recorded in the project templates. Every reminder duns exactly one invoice. |
Template 3. reminder | Selection list | Selection of the project template for the third reminder from the text templates recorded in the project templates. Every reminder duns exactly one invoice. |
1. reminder from | Selection list | Selection, if the due date of the first reminder shall be calculated from the invoice date or the net payment term. |
2. ,3. reminder from | Selection list | Selection, if the due date of the second and third reminder shall be calculated from the invoice date or the previous reminder. |
Template 1. combined reminder | Selection list | Selection of the project template for the first combined reminder from the text templates recorded in the project templates. Combined reminders contain a list of all due invoices of a particular client. |
Template 2. combined reminder | Selection list | Selection of the project template for the second combined reminder from the text templates recorded in the project templates. Combined reminders contain a list of all due invoices of a particular client. |
Template 3. combined reminder | Selection list | Selection of the project template for the third combined reminder from the text templates recorded in the project templates. Combined reminders contain a list of all due invoices of a particular client. |
Include credit notes | Checkbox | Decision, if in the list of open posts in combined reminders, the credit items of the respective client shall be considered (deducted). |