Manage the reminders created by your eTASK system. Reminders are only created for rent payments that have not been made and for outgoing invoices that have been approved, have a payment date and for which no dunning stop has been set. You can use this form to adjust the automatically determined data if required. Manage the status of the reminder, download the reminder letter and upload any documents for the reminder.
Reminder
Information on the identification of the data record is stored in this info area.
| Property | Description |
| Code | Display of the reminder code. The code is automatically assigned by the system when the reminder is generated. |
| Society | Display of the company to which the outgoing invoice to which the reminder refers is assigned. |
| date | Display of the date on which the reminder was created. |
| debtor | You can set up the debtor here. |
| dunning level | Display of the dunning level of the reminder. |
| Payment deadline | Display / selection of the payment deadline for the reminder. |
| dunning status | Selection of the dunning status of the dunning notice. All generated reminders automatically receive the status "Reminder created". All further changes to the status must be made by the user. |
| Different address | Selection of a different address for the debtor |
| Responsible | Here you will find the contact details of the person responsible. |
| Info sent to | Notification if the payment deadline of the 2nd reminder has passed and still no payment has been made. |
Reminder for
If a reminder is sent for non-payment of rent, the data of the rental agreement and the debit position are displayed in this info area.
| Property | Description |
| month | Indication of the month in which the rent was not paid. |
| Dunning stop until | The reminders are not issued until this day |
| Outgoing invoice | Here you will find the outgoing invoice. |
| Rental agreement | Display of the rental agreement for which a reminder is sent. |
| Operator contract | Display of the number of the operating contract. If this number is entered, it is a reminder for an advance payment of operating costs. If a number is entered here, the text in the reminder is adapted to operator contracts. Note: If there is no operator contract, reminders for cold rent payments and advance payments of operating costs cannot be distinguished. |
Amount and content
The texts for the dunning letter and the dunning amount are stored here.
| Property | Description |
| subject | Enter the heading of the dunning amount area in the dunning letter. |
| Dunning amount [€] | Enter the dunning amount in euros. |
Shipping
This group includes features for sending reminders to customers. It contains information on the dispatch type, addressing and dispatch time of the dunning letters.
| Property | Description |
| By e-mail | You can send it by e-mail here. |
| Dispatched on | Here you can enter the shipment on [...]. |
Reminder letter
The reminder letter for the existing reminder can be generated using the reminder form. Further information can be found in the online help under the number IC1868.
Reminder letter (preview)
Reminder letter (preview)
Documents
Documents of any kind relating to the data record can be uploaded in this info area.
In this section you can upload, download and manage files.
logic controller
Customization of the form for a reminder so that the address of the debtor is pre-filled but selectable at the reminder
