Within Exact Globe Next, you have the option to send payment reminders. Below, you will find the two most frequently asked questions regarding this subject:
1. How can I sort all outstanding items on invoice date on a payment reminder?
Via the menu [Finance, Accounts receivable, Payment reminders, Print], you can print payment reminders. It might come in useful to sort the payment reminders on invoice date instead of invoice number.
You can do so as follows:
- In the menu [Financial, Accounts receivable, Reminders, Print], select the option ‘Invoice date’ under ‘Outstanding item sorting order’.
- Select ‘Display’.
2. Where can I find my previously sent payment reminders?
If you have the CRM module, you can find this via the menu [CRM, Entries, Documents]. Click ‘Refresh’ and select ‘Reminders’. All payment reminders that you sent can be found here.
If you do not have the CRM module, you can find the payment reminders via the menu [Finance, Entries, Documents]. Click ‘Refresh’ and select ‘Reminders’. All payment reminders that you sent can be found here.