{"id":5224,"date":"2014-05-27T16:39:55","date_gmt":"2014-05-27T16:39:55","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=5224"},"modified":"2018-11-19T09:16:22","modified_gmt":"2018-11-19T09:16:22","slug":"how-to-automatically-create-payment-reminders-for-multiple-customers","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2014\/05\/27\/how-to-automatically-create-payment-reminders-for-multiple-customers\/","title":{"rendered":"How to automatically create payment reminders for multiple customers?"},"content":{"rendered":"

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.<\/p>\n

New Stuff: <\/strong>Prepayment in Sage X3<\/a><\/p>\n

    \n
  1. Navigate to AP\/AR Accounting->Open Items->Reminder Campaigns<\/li>\n<\/ol>\n

    \"Rem-1\"<\/a><\/p>\n

      \n
    1. 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.<\/li>\n
    2. Click on OK and the selection screen will be displayed. Selection can be made by selecting the number of invoices for each customer.<\/li>\n<\/ol>\n

      \"Rem-2\"<\/a><\/p>\n

        \n
      1. 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:<\/li>\n<\/ol>\n

        \"Rem-3\"<\/a><\/p>\n

        This concludes the 2nd<\/sup> and final part of this blog. Hope this helped to apprehend the steps to follow for setting up Payment reminders in Sage ERP X3.<\/p>\n

        About Us<\/strong><\/span>
        \n        Greytrix<\/a> \u2013 a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.<\/p>\n

        Greytrix<\/a>\u00a0caters to a wide range of Sage Enterprise Management (Sage X3) offerings \u2013 a Sage Business Cloud Solution. Our\u00a0unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRM<\/a>,\u00a0Salesforce.com<\/a> and\u00a0Magento eCommerce<\/a>\u00a0along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3)<\/a>. Currently we are Sage Enterprise Management Implementation Partner<\/a> in East Africa, Middles East, Australia, Asia.\u00a0We also offer best-in-class\u00a0Sage X3 customization and development services<\/a>,\u00a0integrated applications such as POS<\/a> | WMS<\/a> | Payment Gateway<\/a> | Shipping System<\/a> | Business Intelligence<\/a> | eCommerce<\/a> and have developed add-ons such as Catch \u2013 Weight <\/a>\u00a0and Letter of Credit<\/a> for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.<\/p>\n

        Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>; GUMU™ integration for Sage Enterprise Management \u2013 Salesforce is a 5-star app listed on Salesforce AppExchange<\/a>.<\/p>\n

        For more information on Sage X3 Integration and Services, please contact us at\u00a0x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

        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\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[1456,1638],"class_list":["post-5224","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-payment-reminder","tag-reminder-campaign"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/5224","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=5224"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/5224\/revisions"}],"predecessor-version":[{"id":16352,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/5224\/revisions\/16352"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=5224"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=5224"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=5224"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}