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Report Unpaid invoices shows invoices with balance (partially/ fully unpaid or overpaid) according to selected filters.
To Exclude Clients use symbol “!” in that field
Main Menu > Settings > Personnel Settings > Positions
To display unpaid invoices it's neccesary to select desired range of period for given invoices. It's also possible to sort invoices by days overdue.
If Customer has more than one invoice unpaid overdue, it's possible to send one notice letter for all these invoices. For that it's neccesary to choose Sum by Customers. Selecting checkbox “Notice” defines if this Customer will receive notice letter.
Select suitable print layout for sending Notice Letter and press Mail Notice button. Preview can be seen by pressing “Print”.
E-mail will be sent to the address set on the Customer Card.
Make sure that in Fine Tuning settings there is a possibilty to use Customer Card Datafield for sending e-mails.
Instuctions for creating Datafields can be found here: Datafield types
Example of datafield settings:
Maksegraafiku kohta saab lugeda Maksegraafik
Arvega seotud maksegraafiku info (graafik, graafikujärgne saldo) esitamiseks tuleb aruande peenhäälestuse alt märkida Näita graafiku ridu, Näita graafiku saldot ja Üle tähtaja arvestab graafiku kuupäevi:
Seejärel ilmuvad aruandesse ka graafiku read ning graafiku saldo:
Graafiku read näitavad, millised osamaksed on laekumata aruande filtri Aeg suhtes. Graafiku saldo näitab graafiku ridade saldot kokku filtri Aeg suhtes. Tulp Saldo näitab arve kogu saldot sõltumata ajast.
Meeldetuletuse väljatrükke saab koostada lisades graafikujärgsed tasumisread.