Difference between revisions of "Payment reminders"

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= General =
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= General = <!--T:17-->
   
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You can create payment reminders in two different programs in Marathon's sales ledger:
  
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.
  
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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= Payment reminders in {{pth|Accounting/Client invoices/Queries}} =
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= Payment reminders in {{pth|Accounting/Client invoices/Queries}} = <!--T:19-->
   
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Complete the box ”Per date” to get a list of all unpaid invoices.
 
Complete the box ”Per date” to get a list of all unpaid invoices.
 
You can also limit the list with the other boxes.
  
You can also limit the list with the other boxes.
   
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<!--T:21-->
 
{{ExpandImage|ACC-PRE-EN-Bild1.png}}
  
{{ExpandImage|ACC-PRE-EN-Bild1.png}}
   
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<!--T:22-->
 
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.
  
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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<!--T:23-->
 
{{ExpandImage|ACC-PRE-EN-Bild2.png}}
  
{{ExpandImage|ACC-PRE-EN-Bild2.png}}
   
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<!--T:24-->
 
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}} .
  
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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== Print payment reminder ==
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== Print payment reminder == <!--T:26-->
   
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<!--T:27-->
 
Select one or more invoices and press {{btn|Payment reminders}}
  
Select one or more invoices and press {{btn|Payment reminders}}
   
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<!--T:28-->
 
{{ExpandImage|ACC-PRE-EN-Bild3.png}}
  
{{ExpandImage|ACC-PRE-EN-Bild3.png}}
   
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<!--T:29-->
 
{|class= mandeflist
  
{|class= mandeflist
   
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!Print template
  
!Print template
 
|Choose template for payment reminder
  
|Choose template for payment reminder
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= Payment reminders in {{pth|Accounting|Client invoices/Reminders}} =
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= Payment reminders in {{pth|Accounting|Client invoices/Reminders}} = <!--T:31-->
   
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== Settings ==
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== Settings == <!--T:32-->
   
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The settings for payment reminders are in {{pth|System|Base registers/SL/Parameters}}, tab Parameters 1.
 
The settings for payment reminders are in {{pth|System|Base registers/SL/Parameters}}, tab Parameters 1.
   
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<!--T:34-->
 
Calendar days between reminders. Choose number of days between mailing of reminders.
  
Calendar days between reminders. Choose number of days between mailing of reminders.
   
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<!--T:35-->
 
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.
 
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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<!--T:36-->
 
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.
 
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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== New selection == <!--T:37-->
 
Begin with making a {{btn|New selection}}
 
Begin with making a {{btn|New selection}}
   
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== Edit selection ==
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== Edit selection == <!--T:38-->
 
Use the boxes in the X column to mark/unmark invoices.
  
Use the boxes in the X column to mark/unmark invoices.
   
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<!--T:39-->
 
{{ExpandImage|ACC-PRE-EN-Bild4.png}}
  
{{ExpandImage|ACC-PRE-EN-Bild4.png}}
   
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== Delete ==
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== Delete == <!--T:40-->
 
The selection should be deleted, so that changes can be seen.
  
The selection should be deleted, so that changes can be seen.
   
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== Print ==
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== Print == <!--T:41-->
 
Select one or more invoices and press {{btn|Payment reminders}}
  
Select one or more invoices and press {{btn|Payment reminders}}
   
  +
<!--T:42-->
 
{{ExpandImage|ACC-PRE-EN-Bild5.png}}
  
{{ExpandImage|ACC-PRE-EN-Bild5.png}}
   
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<!--T:43-->
 
{|class= mandeflist
  
{|class= mandeflist
   
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<!--T:44-->
 
!Print template
  
!Print template
 
|Choose template for payment reminder
  
|Choose template for payment reminder
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|}
  
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[[Category:ACC-PRE-EN]]
  
[[Category:ACC-PRE-EN]]
 
[[Category: Accounting]]
  
[[Category: Accounting]]

Latest revision as of 09:35, 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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