How do I add a pre-notification to the invoice?

Written by Marcel Thijssen on . Posted in Exact Globe

A pre-notification is a message that you are obliged to send to the debtor before you perform the collection. The pre-notification should be sent at least 14 days in advance. However, an agreement can be made with the debtor that a shorter period might sufficient. You could, for instance, use the existing documentation, like the invoice. In that case, you will add a comment on the invoice that the relevant amount will be collected on the date in question.

You could organise this as follows:
In Exact Globe Next bank settings, you can indicate whether the ‘Requested collection date calculations’ is equal to the due date or the payment date. If you select the option ‘Due date’, you can add the database field ‘Due date’ in the header block of the layout including the comment that the amount will be collection on said date.

If you select the option ‘Payment date’ here, you can add the database field ‘Term: Processing date’ in the header block of the layout including the comment that the amount will be collected on that date.

 

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