In our previous blog we had explained about how we can perform the configuration for Payment Reminders. This blog further enlists the steps to create the Reminder document to be sent to the client.
New Stuff: Prepayment in Sage X3
- Navigate to AP/AR Accounting->Open Items->Reminder Campaigns
- Create a reminder campaign by using the filters. The filter can be applied on Companies, Sites, Collective group, Customer Range, User range, payment method, reminder group and also on customer level. Only customers who are set to receive reminders will be taken into account while selection of payments.
- Click on OK and the selection screen will be displayed. Selection can be made by selecting the number of invoices for each customer.
- Click on post and the PDF document generated by the process will be saved in the destination folder mentioned in the parameter values. The document generated will resemble the screenshot displayed below:
This concludes the 2nd and final part of this blog. Hope this helped to apprehend the steps to follow for setting up Payment reminders in Sage ERP X3.
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