Betalningspåminnelser
Översikt
Betalningspåminnelser för fakturor kan skapas i Marathons kundreskontra via Frågor. Funktionen lämpar sig bäst när man vill skicka påminnelser för enstaka fakturor och även sända med en fakturakopia. Fakturorna kan skickas från Marathon via e-post till kund. Om man vill göra ett större urval eller en kontrollerad körning kan det göras från Classic, se separat manual.
Selection for reminder
Go to Accounting: Queries/Sales ledger. Enter To date to find the unpaid invoices only.
You can also search by client, invoice number and many other things.
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 clients that shall have reminders are checked in the client record in System: Base registers/SL/Clients. 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
Print payment reminder
Select invoice/invoices and click Payment reminders.
| Print template | You must select a template for the payment reminder. |
|---|---|
| Test print | Shows what the invoice will look like. |
| Send | A sharp print to Pdf. The counter for reminders will be updated. |
| 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. | |
| Include invoice printout | A copy of the original invoice. |
