Create Debtor Reminders

Use the Debtors in Reminder tab under the Debtor Reminder in the Debtors submodule to create debtor reminders.

To use Debtor Reminders in the Debtors submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To create a debtor reminder:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company for which you want to create a debtor reminder.
3. In the left pane of the Finance & Administration page, click Debtors > Debtor Reminders.
4. Click the Debtors in Reminder tab and click Create New .
5. In the Create a New Debtor Reminder dialog box, you can add optional criteria and click OK.