Difference between revisions of "Payment reminders/da"

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__FORCETOC__
  
   
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= Oversigt =
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= General =
   
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You can create payment reminders in two different programs in Marathon's sales ledger:
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Rykkerbrev for fakturaer kan i Marathon skabes via programmet Økonomi: Forespørgsel under Debitorer. Funktionen er bedst passende for at sende enkelte rykkere ud og også tilføje et fakturakopi. Fakturaerne kan sendes fra Marathon via e-post til kunden. Dersom du vil lave et større udvalg eller en kontrolleret kørsel, kan du bruge Classic, se separat manual.
  
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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.
   
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== Udvalg for rykkere ==
  
   
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= Payment reminders in {{pth|Accounting/Client invoices/Queries}} =
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Rykkere sendes fra {{pth|Økonomi| Forespørgsel/Debitorer}}. Angiv {{fld|Pr. dato}} for at finde ud af kun ubetalte fakturaer.
  
   
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Complete the box ”Per date” to get a list of all unpaid invoices.
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Her kan også f eks Kunde og Fakturanummer angives.
  
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You can also limit the list with the other boxes.
   
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{{ExpandImage|KUN-REM-DA-Bild1.png}}
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{{ExpandImage|ACC-PRE-EN-Bild1.png}}
   
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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.
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Listen viser alle fakturaer, uanset hvis de er forfaldne eller ikke. Sortér listen ved at klikke med venstre museknap i overskriften, og filtrér ved at klikke med den højre museknap i overskriften
  
   
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{{ExpandImage|KUN-REM-DA-Bild2.png}}
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{{ExpandImage|ACC-PRE-EN-Bild2.png}}
   
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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}} .
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I kunderegistret i Debitorer ({{pth|System| Basisregister/Deb/Kunder}}) angives hvis rykkere skal sendes til kunden. Du kan ændre oplysningerne for enkelte fakturaer i denne liste; markér en faktura og klik på {{btn|Ændre}}.
  
   
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The invoice will be updated with the latest date a reminder was printed and how many reminders that has been printed.
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Fakturaen bliver opdateret med den seneste dato, et rykkebrev er blevet sendt af og med hvor mange rykkere, der er blevet udskrevet. (Kan ændres på fakturaen i med funktionen Ændr.)
  
   
   
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== Udskrift af rykkerbrev ==
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== Print payment reminder ==
   
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Select one or more invoices and press {{btn|Payment reminders}}
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Markér fakturaen eller fakturaerne og vælg {{btn|Rykkere}}.
  
   
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{{ExpandImage|KUN-REM-DA-Bild3.png}}
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{{ExpandImage|ACC-PRE-EN-Bild3.png}}
   
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{|class= mandeflist
   
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!Print template
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{| class=mandeflist
  
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|Choose template for payment reminder
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!Udskriftsskabelon
  
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|Skabelon for rykkerbrevet må vælges.
  
 
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!Test print
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!Prøveudskrift
  
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|Shows a preview of the printout.
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|Viser hvordan udskriften vil se ud.
  
 
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!Send
  
!Send
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|Prints the actual reminder to PDF.
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|En skarp udskrift til Pdf. Tælleren for rykker opdateres.
  
 
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!E-mail
  
!E-mail
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|Shows the email address on the invoice. The field is editable. See Marathon's sending queue for email status.
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|E-mailadresse fra jobfakturaen vises. Gæller rykkeren en mediafaktura, hentes e-mailadressen fra kunderegistret. Adressen kan ændres. Se Marathons sendekø for e-mailstatus.
  
 
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!Include invoice printout
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!Inkluder fakturaudskrift
  
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|Prints a copy of the original invoice.
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|Skriver en kopi ud på den oprindelige faktura.
  
 
|}
  
|}
   
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= Payment reminders in {{pth|Accounting|Client invoices/Reminders}} =
   
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== Settings ==
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[[Category:KUN-REM-DA]]
  
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⚫
[[Category:Manuals]]
  
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The settings for payment reminders are in {{pth|System|Base registers/SL/Parameters}}, tab Parameters 1.
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[[Category:Accounting]]
  
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Calendar days between reminders. Choose number of days between mailing of reminders.
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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.
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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.
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== New selection ==
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Begin with making a {{btn|New selection}}
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== Edit selection ==
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Use the boxes in the X column to mark/unmark invoices.
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{{ExpandImage|ACC-PRE-EN-Bild4.png}}
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== Delete ==
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The selection should be deleted, so that changes can be seen.
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== Print ==
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Select one or more invoices and press {{btn|Payment reminders}}
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{{ExpandImage|ACC-PRE-EN-Bild5.png}}
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{|class= mandeflist
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!Print template
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|Choose template for payment reminder
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|-
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!Test print
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|Shows a preview of the printout.
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|-
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!Send
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|Prints the actual reminder to PDF.
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|-
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!E-mail
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|Shows the email address on the invoice. The field is editable. See Marathon's sending queue for email status.
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|-
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!Include invoice printout
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|Prints a copy of the original invoice.
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|}
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[[Category:ACC-PRE-EN]]
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[[Category: Accounting]]
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[[Category: Manuals]]

Revision as of 10:42, 2 July 2019

General

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


Payment reminders in 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.

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.

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

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 Accounting: Client invoices/Reminders

Settings

The settings for payment reminders are in 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 (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 New selection

Edit selection

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

Delete

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

Print

Select one or more invoices and press Payment reminders

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.
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