Difference between revisions of "Payment reminders/en"

From Marathon Documentation
Jump to: navigation, search
(Created page with "Payment reminders")
 
 
(8 intermediate revisions by 2 users not shown)
Line 1: Line 1:
−
__FORCETOC__
  
   
−
= Overview =
 +
= General =
   
  +
You can create payment reminders in two different programs in Marathon's sales ledger:
−
Payment reminders in the sales ledger can be created in Accounting: Queries.
  
  +
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.
−
This function is to prefer when you want to send occasional reminders and also attach an invoice copy to the client. The invoices can be sent by e-mail from Marathon. If you are sending reminders to many clients, you can do it via Classic, please request a separate manual for that.
  
   
−
== Selection for reminder ==
  
   
  +
= Payment reminders in {{pth|Accounting/Client invoices/Queries}} =
−
Go to Accounting: Queries/Sales ledger. Enter To date to find the unpaid invoices only.
  
   
  +
Complete the box ”Per date” to get a list of all unpaid invoices.
−
You can also search by client, invoice number and many other things.
  
  +
You can also limit the list with the other boxes.
   
−
{{ExpandImage|KUN-REM-EN-Bild1.png}}
 +
{{ExpandImage|ACC-PRE-EK-Bild1.png}}
   
−
The list shows all invoices regardless of payment status. Sort the list with the left mouse button and filter by clicking the right mouse button in the heading.
 +
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|KUN-REM-EN-Bild2.png}}
 +
{{ExpandImage|ACC-PRE-EK-Bild2.png}}
   
−
The clients that shall have reminders are checked in the client record in System: Base registers/SL/Clients.
 +
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}} .
−
In this view, you can select a client and click Change if you want to change that.
  
   
−
The invoice will be updated with the latest date that a reminder has been printed out and how many reminders that has been sent. You can reset that on the invoice in 02-30
 +
The invoice will be updated with the latest date a reminder was printed and how many reminders that has been printed.
   
   
 
== Print payment reminder ==
  
== Print payment reminder ==
   
−
Select invoice/invoices and click Payment reminders.
 +
Select one or more invoices and press {{btn|Payment reminders}}
   
−
{{ExpandImage|KUN-REM-EN-Bild3.png}}
 +
{{ExpandImage|ACC-PRE-EK-Bild3.png}}
  +
  ⚫
{|class= mandeflist
   
⚫
{| class=mandeflist
  
 
!Print template
  
!Print template
−
|You must select a template for the payment reminder.
 +
|Choose template for payment reminder
 
|-
  
|-
−
!Test print
 +
!Test print
−
|Shows what the invoice will look like.
 +
|Shows a preview of the printout.
 
|-
  
|-
 
!Send
  
!Send
  +
|Prints the actual reminder to PDF.
−
|A sharp print to Pdf. The counter for reminders will be updated.
  
 
|-
  
|-
 
!E-mail
  
!E-mail
−
|The e-mail address that was on the project invoice. If it is a media invoice, the e-mail address is fetched from the client. The address field is editable. You can follow the sending status in Marathons sending queue.
 +
|Shows the email address on the invoice. The field is editable. See Marathon's sending queue for email status.
 
|-
  
|-
 
!Include invoice printout
  
!Include invoice printout
−
|A copy of the original invoice.
 +
|Prints a copy of the original invoice.
 
|}
  
|}
   
  +
= Payment reminders in {{pth|Accounting|Client invoices/Reminders}} =
⚫
{{ExpandImage|KUN-REM-EN-grafik3.jpg}}
  
  +
  +
== 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-EK-Bild4.png}}
  +
  +
== Delete ==
  +
The selection should be deleted after usage, so that it always is up to date.
  +
  +
== Print ==
  +
Select one or more invoices and press {{btn|Payment reminders}}
  +
  +
{{ExpandImage|ACC-PRE-EK-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:KUN-REM-EN]]
 +
[[Category:ACC-PRE-EN]]
  +
[[Category: Accounting]]
  +
[[Category: Manuals]]

Latest revision as of 14:02, 4 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 after usage, so that it always is up to date.

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.
Retrieved from "https://wikidoc.kase.se/index.php?title=Payment_reminders/en&oldid=51068"