Change Reminder Texts Single Dialogs Workspace

Use this workspace to edit the predefined text for a specific reminder.

When you generate a reminder letter to prompt a customer to pay an invoice, the reminder letter includes predefined text, based on the reminder level of the unpaid invoice lines. Use this workspace to change that text. The edited text remains in effect until you change it again.

When you create a reminder selection in one of the Reminder Selection or Change Reminder Selection workspaces, each reminder that you create is assigned a reminder text according to the reminder level applied to the customer entries in question. However, in some situations you need to edit a predefined reminder text-that is, you need to be able to enter a specific reminder text to apply to a given reminder. This might be the case if you contact a customer about a reminder and you reach an agreement on the payment of this reminder. In this situation, you can enter a reminder-specific reminder text in this workspace to apply to the reminder in question.

The Change Reminder Texts tab displays information about the current unapproved reminder; the Reminder Letter Text Lines sub-tab displays the predefined reminder text that you can edit.

Maconomy applies the reminder text to the reminder based on the reminder level. You can change this text until you approve the reminder letter. You cannot make any changes after you have approved the reminder letter. After you approve a reminder selection that has reminder-specific reminder texts, this workspace no longer displays the reminder.

All reminder texts that you create in this workspace are stored in the Maconomy database. This enables you to keep track of the texts that you have assigned to each individual reminder. For example, if a customer does not pay his debts as agreed, you can find and reprint the reminder-specific reminder text that you created for the customer in question. You reprint reminders in the Approve Reminders workspace.