Payment reminders and reminders

Depending on the dunning level of the overdue invoices, you can print payment reminders and dunning notices with the dunning text assigned in each case.

To stack pressure warning for the entire project management, click in the menu BUSINESS on .

When you batch print warning for individual clients, projects or LV, mark the corresponding level in the project management and click in the menu Duck on .

The print management is opened.

The print management is used for all printouts of the form groups with the addition "(Fast)". The following functions of print management are the same for all forms and are described on the linked wiki pages. You can find a compilation of all print management functions on the wiki page Print management.

Which form settings are available depends on the form for which print management is open. A description of the form settings for the output of reminders in batch printing can be found on this page in the section Form settings.

With the opening of the print management for the batch print reminders is the area by default Data selection open.

• On the tab Search criteria define the criteria for selecting the open items to be dunned.
• On the tab reminder overview the open items found are listed. Individual items or clients can be excluded from batch printing here.
  

On the tab Search criteria make the settings for selecting the open items:

For the selection of the business areas and LV IDs, the functions are also available in the context menu via the right mouse button Select all, Deselect everything and Invert selection is available for storage, management and analysis.

The number of courses that were determined with the selected course selection is indicated at the bottom.

After defining the selection criteria are on the tab reminder overview the determined open items are listed in a table with customer, LV number, LV designation, invoice number, etc.

• The print preview for the item marked in the table is loaded on the right side of the screen. Attention: Is on the tab Search criteria the setting Output related to the construction site or Output related to business area activated, the print preview is the same for every open item of a customer. Disable the options to create a separate item for each open item warning to spend.
• Various functions are available for the individual display of the open items in the table (e.g. select displayed columns, edit the column order, sort, group and filter the displayed data records). A detailed description of the table functions can be found on the wiki page Table.
• Below the table, the number of selected open items and their total are displayed.

After you have made the selection and activated the reminder overview, you can access the settings area by activating the button Form settings to open.

The following form settings are available:

Contact Person - Operator sign, Contact Person, Telefon-Nr.

• Only the data of the logged-in user is available for the reminder printout Contact Person is available for storage, management and analysis.
• In the fields Operator sign, Contact Person and Telefon-Nr. automatically enters the data that belongs to the employee in the user data are deposited.

Header text / Footer text

• The entered texts are output at the corresponding positions in the form.
• The functions of the Text editing and Text variablesthat are automatically filled by the program.

Increase dunning level

• After the printout, a query is displayed as to whether the dunning level should be increased. Without confirming this query, the individual invoices will retain their reminder indicators.

Booked until

• With this date you show the customer until when you have considered incoming payments. Use in your Reminder texts the text variable [BOOKED], the date of this field is automatically entered by the program.

Setting a deadline

• Set a deadline for your customer to pay the outstanding amount. Use in your Reminder texts the text variable [DEADLINE], the date of this field is automatically entered by the program.

Currency symbol

• Specify whether the symbol of your local currency is printed before or after the invoice amount.

Calculate dunning fee

• Specify whether the dunning fees are to be paid according to the pre-assignment of the Customer master data should be calculated.

to calculate interest

• Interest on arrears can be charged for the printout of reminders (not for payment reminders!). Specify whether interest on arrears is to be based on the preassignment of the Customer master data are to be calculated. The interest rates stored in the financial administration are shown in the interest rate table Interest on arrears displayed.
  
  
  

  The calculation and output of interest on arrears is per OP amount:
  - Default Interest Days / 365 * Default Interest Percentage / 100 * OP Amount
  or for a leap year:
  - Default Interest Days / 366 * Default Interest Percentage / 100 * OP Amount
  Default interest days = due date (exclusive) to dunning date (inclusive)

  
  Default interest will be charged for everyone in the Financial management stored period is calculated and shown separately.
  Representation of the interest calculation in the printout:
  
  
  

  Post incoming interest payments in the incoming payments together with the dunning fees.

EPC QR code

• On warning wird ein standardisierter EPC-QR-Code, der alle Daten für eine SEPA-Überweisung enthält, gedruckt. Zum Generieren des Codes werden die Bankdaten des zum jeweilen LV festgelegten Geschäftsbereichs und der Verwendungszweck aus den Formulareinstellungen genutzt. Dieser QR-Code kann vom Kunden mit Hilfe einer Banking-App auf dem Smartphone gescannt werden, um eine bequeme und schnelle Überweisung zu ermöglichen.
• Enter the reference for the transfer using the EPC QR code in the text field. Purpose is limited to 140 characters. If necessary, the text is automatically shortened after all text variables have been resolved.
• During the reminder overview When the EPC QR code is activated, another column is displayed with the bank details stored in the business area. Reminders for which no bank details are stored are skipped when printing out if the EPC QR code is activated.

In a Pressure profile put together the default settings for the print settings (copies, print / e-mail, printer selection) including the print variant (letterhead).

• If you select a specific print profile, all reminders in this batch will be printed with the same settings, eg all reminders will be printed on the printer.
• With the option Like assignment you can issue reminders within a batch with different settings, eg print some reminders and email some.

Select in the field Pressure profile If you select a specific print profile, this will be used for all reminders in the batch, ie

• all reminders are printed or sent by email
• the same print variant is used for all reminders
• the same number of copies is made for all reminders
  

Select in the field Pressure profile the function Like assignment, to automatically use different print settings for the reminders within a batch output, e.g. if some of your reminder recipients use the warning received by e-mail, but others should receive a printed copy or different printing variants should be used automatically for each business area.

1. First, put the required in the form manager Pressure profiles , e.g. one with the output type e-mail and one with printer selection for Print or one with preassignment of print variant A and one with print variant B.

2. To specify which print profile for a warning is used, you have three options:

3. In order to be able to send reminders by e-mail, also store the e-mail address in the addresses of the client and mark it as E-mail address for sending invoices.

4. In print management, select for batch printing in the field Pressure profile the entry Like assignment.

5. During the reminder overview additional columns are displayed with the following information.

• Column Pressure profile = that for them warning pressure profile used
• Column Issue type = like them warning is issued
• Column Invoice recipient email = the e-mail address that is stored for the client

The following are also available to you for designing your reminders Program parameters to disposal:

The email output of the batch print warning uses the registered user's e-mail address as the sender by default. If you would like to use a different sender address, enter this in program parameter 20.30 Different e-mail sender for batch printwarning a, e.g. info@galabau-unternehmen.de. This setting applies to all users on the network.

warning

Reminder list