How to: Create Reminders Automatically

A reminder is similar to an invoice. When you create a reminder, a reminder header, as well as one or more reminder lines, must be filled in. You can manually fill in a header and have the lines filled in for you, or you can create reminders for all customers automatically.

To create a reminder automatically

1. In the Search box, enter Reminders, and then choose the related link.

2. In the Reminder window, on the Actions tab, in the Functions group, choose Create Reminders. The Create Reminders batch job request page opens.

3. Set a filter on the Customer and/or the Cust. Ledger Entry FastTab if you want to create reminders for selected customers and/or for specific entries.

4. On the Options FastTab, fill in the fields with the relevant information.

5. Choose the OK button to start the batch job.

See Also

Tasks

How to: Create Reminders Manually
How to: Set Up Reminder Levels
How to: Set Up Reminder Terms
How to: Set Up Reminder Text

Reference

Create Reminders