Reminders/en - Revision history

FuzzyBot: Updating to match new version of source page

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Updating to match new version of source page

TR at 09:39, 14 March 2022

2022-03-14T09:39:07Z

TR at 09:38, 14 March 2022

2022-03-14T09:38:52Z

TR at 09:38, 14 March 2022

2022-03-14T09:38:41Z

TR at 09:38, 14 March 2022

2022-03-14T09:38:07Z

TR at 09:37, 14 March 2022

2022-03-14T09:37:18Z

TR at 09:37, 14 March 2022

2022-03-14T09:37:11Z

FuzzyBot: Updating to match new version of source page

2019-08-30T12:45:07Z

Updating to match new version of source page

New page

= General =

You can create payment reminders in two different programs in Marathon's sales ledger:
In {{pth|Accounting/Client invoices/Queries}} if you are sending occasional reminders, or in {{pth|Accounting/Client invoices/Reminders}} if you have a larger selection.

= Payment reminders in {{pth|Accounting/Client invoices/Queries}} =

Complete the box ”Per date” to get a list of all unpaid invoices.
You can also limit the list with the other boxes.

{{ExpandImage|ACC-PRE-EN-Bild1.png}}

The list shows all invoices irrespective of their payment status. Sort the list with the left mouse button in the heading field and filter it with the right mouse button in the heading field.

{{ExpandImage|ACC-PRE-EN-Bild2.png}}

Each client has a checkbox in the sales ledger ({{pth|System|Base registers/SL/Clients}}) for sending reminders or not. You can change that on single invoices here with the button {{btn|Change}} .

The invoice will be updated with the latest date a reminder was printed and how many reminders that has been printed.

== Print payment reminder ==

Select one or more invoices and press {{btn|Payment reminders}}

{{ExpandImage|ACC-PRE-EN-Bild3.png}}

{|class= mandeflist

!Print template
|Choose template for payment reminder
|-
!Test print
|Shows a preview of the printout.
|-
!Send
|Prints the actual reminder to PDF.
|-
!E-mail
|Shows the email address on the invoice. The field is editable. See Marathon's sending queue for email status.
|-
!Include invoice printout
|Prints a copy of the original invoice.
|}

= Payment reminders in {{pth|Accounting|Client invoices/Reminders}} =

== Settings ==

The settings for payment reminders are in {{pth|System|Base registers/SL/Parameters}}, tab Parameters 1.

Calendar days between reminders. Choose number of days between mailing of reminders.

Working days before 1st reminder. Days after due date before the first reminder shall be mailed. If the client pays on due date, it will take a few days before the payment is regisrered in the system.

Each client has a checkbox in the sales ledger ({{pth|System|Base registers/SL/Clients}}) for sending reminders or not. That choice is automatically stated on new invoices, but can later be changed on the invoice. When creating a selection of reminders, there is a possibility to include clients and invoices that shouldn't get reminders as well.

== New selection ==
Begin with making a {{btn|New selection}}

== Edit selection ==
Use the boxes in the X column to mark/unmark invoices.

{{ExpandImage|ACC-PRE-EN-Bild4.png}}

== Delete ==
The selection should be deleted, so that changes can be seen.

== Print ==
Select one or more invoices and press {{btn|Payment reminders}}

{{ExpandImage|ACC-PRE-EN-Bild5.png}}

{|class= mandeflist

!Print template
|Choose template for payment reminder
|-
!Test print
|Shows a preview of the printout.
|-
!Send
|Prints the actual reminder to PDF.
|-
!E-mail
|Shows the email address on the invoice. The field is editable. See Marathon's sending queue for email status.
|-
!Include invoice printout
|Prints a copy of the original invoice.
|}

[[Category:ACC-PRE-EN]]
[[Category: Accounting]]
[[Category: Manuals]]

@@ Line 11: / Line 11: @@
 You can also limit the list with the other boxes.
-{{ExpandImage|ACC-PRE-ENG-Bild1.png}}
+{{ExpandImage|ACC-PRE-EN-Bild1.png}}
 The list shows all invoices irrespective of their payment status. Sort the list with the left mouse button in the heading field and filter it with the right mouse button in the heading field.
-{{ExpandImage|ACC-PRE-ENG-Bild2.png}}
+{{ExpandImage|ACC-PRE-EN-Bild2.png}}
 Each client has a checkbox in the sales ledger ({{pth|System|Base registers/SL/Clients}}) for sending reminders or not. You can change that on single invoices here with the button {{btn|Change}} .
@@ Line 26: / Line 26: @@
 Select one or more invoices and press {{btn|Payment reminders}}
-{{ExpandImage|ACC-PRE-ENG-Bild3.png}}
+{{ExpandImage|ACC-PRE-EN-Bild3.png}}
 {|class= mandeflist
@@ Line 64: / Line 64: @@
 Use the boxes in the X column to mark/unmark invoices.
-{{ExpandImage|ACC-PRE-ENG-Bild4.png}}
+{{ExpandImage|ACC-PRE-EN-Bild4.png}}
 ==  Delete ==
@@ Line 72: / Line 72: @@
 Select one or more invoices and press {{btn|Payment reminders}}
-{{ExpandImage|ACC-PRE-ENG-Bild5.png}}
+{{ExpandImage|ACC-PRE-EN-Bild5.png}}
 {|class= mandeflist
@@ Line 92: / Line 92: @@
 |}
-[[Category:ACC-PRE-ENG]]
+[[Category:ACC-PRE-EN]]
 [[Category: Accounting]]