Difference between revisions of "Payment reminders/da"
(Created page with "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...") |
(Created page with "I kunderegistret i Debitorer (System: Basisregister/Deb/Kunder) angives hvis rykkere skal sendes til kunden. Du kan ændre oplysningerne for enkelte fakturaer i denne liste; m...") |
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| + | I kunderegistret i Debitorer (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 Ændre. |
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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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The invoice will be updated with the latest date a reminder was printed and how many reminders that has been printed. |
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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Revision as of 13:22, 2 July 2019
Contents
Generelt
Rykkerbrev for fakturaer kan i Marathon skabes i to program i kundereskontroen: Økonomi: Kundefakturaer/Forespørgsel Funktionen er bedst passende for at sende enkelte rykkere ud. Dersom du vil lage et større udvalg eller en kontrolleret kørsel, kan du bruge Økonomi: Kundefakturaer/Rykkerbrev
Rykkerbrev i Økonomi: Kundefakturaer/Forespørgsel
Angiv Pr. dato for at finde ud af kun ubetalte fakturaer. Her kan også f eks Kunde og Fakturanummer angives.
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
I kunderegistret i Debitorer (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 Ændre.
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. |
| 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.
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. |
| 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. |
