Send E-mails to Parties for Outstanding Bills | Reminder Letters

Reminder letters for current report :

Let’s consider the Bills Receivable report for e-mailing reminder letters for overdue payments.

1) From the Bills Receivable report, press Ctrl+M (E-mail). Alternatively, press Alt+M (E-mail) > Current.

2) Set up your E-mail details.

A. E-mail from: Select an e-mail profile. To create an e-mail profile, select Create under List of Profiles.

B. E-mail to: Select New Address, Multiple Addresses, or All Ledgers, as needed. Select All Ledgers to send mass e-mail to all parties in the report.

C. Enter the Subject of the e-mail and E-mail message (if any) and press Enter. You can select a predefined message template by pressing Alt+S.

3) Configure E-mail for Reminder Letters.

A. Press C (Configure) > set Report Type as Reminder Letter. Note: The Report Type is Bills Outstanding by default.

B. In the Company Ageing Alteration screen, select the age of the outstanding amount for which you want to send the reminder letter.

C. Configure other options as needed for the Reminder Letters.

4) Save the configurations and press M (E-mail).

Based on the configurations you have set, the reminder letter for the dues will be sent to the parties.