Create Debtor Reminders

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

To use the Debtor Reminders submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule 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 system, use the drop-down list above the left pane of the Finance & Administration screen to select the company for which you want to create a debtor reminder.
  3. In the left pane of the Finance & Administration screen, 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 may add some optional criteria and click OK.