How to: Create Reminders Manually
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 manually
In the Search box, enter Reminders, and then choose the related link.
On the Home tab, in the New group, choose New.
On the General FastTab, fill in the No. field. You can press the Enter key to insert the next available number automatically.
In the Customer No. field, enter the number of the customer for which you want to create a reminder.
On the Actions tab, in the Functions group, choose Suggest Reminder Lines. The Suggest Reminder Lines batch job request page opens.
Set a filter on the Cust. Ledger Entry FastTab if you want to create reminders for specific entries.
On the Options FastTab, select the Only Entries with Overdue Amounts field if you want the reminders to contain only entries with overdue amounts. Otherwise, the reminder will contain all open entries for the customer.
Choose the OK button to start the batch job.
See Also
Tasks
How to: Create Reminders Automatically
How to: Set Up Reminder Levels
How to: Set Up Reminder Terms
How to: Set Up Reminder Text