Create Reminders Associated with Overdue Documents and Register a Payment to Complete the Reminder

Create Reminders Associated with Overdue Documents and Register a Payment to Complete the Reminder.

 Step 1

1. On the Home Page, click on the Sales dropdown
2. Select Customers
3. Click on Customer No. 30000 (School of Fine Art)
   1. Under the General section, Collector = TEAMMEMBER
   2. Under the Payments section, Reminder Terms Code = FOREIGN
4. Exit the Customer window
5. Click on Customer No. 40000 (Alpine Ski House)
   1. Under the General section, Collector = TEAMMEMBER
   2. Under the Payments section, Reminder Terms Code = FOREIGN
6. Exit the Customer window
7. Search for Reminders
8. Click on Reminders – Lists
9. Click on the Process dropdown
10. Select Create Reminders
11. Select TEAMMEMBER under Filter: Customer

Step 2

1. Click OK
2. This will create Reminders associated with both customers that have TEAMMEMBER assigned as Collector

Step 3

1. Click the Process dropdown
2. Click Issue
3. Click the ellipses between No. and Customer No.
4. Click Select More
5. Mark the checkbox on the header line to mark both Reminders:

Step 4

1. Click the Process dropdown
2. Click Issue
3. Within the Issue Reminders Report Viewer, select Print
4. Click OK
5. Search for Register Customer Payments
6. Click on Register Customer Payments – Tasks page
7. Mark Payment Received for Invoice No. ‘’ for Customer No. 40000
8. Click on the Post dropdown
9. Select Post Payment
10. Click OK
11. Close the Reminders page
12. Navigate to the Home Page
13. Search for Register Customer Payments
14. Click on Register Customer Payments – Tasks
15. Click OK within the Edit – Payment Registration Setup window
16. Mark the Payment Made checkbox for the following lines:
    1. Invoice S-INV102180 for Customer No. Alpine Ski House
    2. Invoice S-INV102196 for Customer No. School of Fine Art
17. Click on the Posting dropdown
18. Click on Post Payments
19. Click Yes when prompted to post the 2 payments
20. Exit the Register Customer Payments window
21. Search for Issued Reminders
22. Click on Issued Reminders – Lists
23. Note that the Reminder created for Customer No. 40000 is now in a status of Complete and the Reminder created for Customer No. 30000 is in a status of Partial.