Send Debtor Reminders via Email

Use the Debtors in reminder tab under the Debtor reminders submodule to send debtor reminders via email.

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

To send a debtor reminder via email:

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 send a debtor reminder via email.
3. In the left pane of the Finance & Administration screen, click Debtors > Debtor reminders.
4. Click the Debtors in reminder tab.
5. Select the reminder that you want to email and click Send via email .
6. In the Create debtor reminder mail dialog box, select the applicable options and click OK.
   WorkBook saves the email as a draft.
7. In the Email draft pane, you can edit, delete, or send the reminder email.