To notify customers of overdue invoices:Use the Overdue Invoice Notification driver to send either e-mails or faxes to customers with overdue invoices. The driver takes the information from the Activity Trigger Maintenance program, and determines which customers not only have the Overdue Invoice trigger assigned to them, but who have open invoices that are overdue. The system then checks to see if notification has already been sent before generating the overdue invoices, thus avoiding duplicate notification.
Before you run this driver, you must set the Overdue Invoice trigger in Activity Trigger Maintenance. For more information on how to do this, see Assigning Activity Triggers.
To notify customers of overdue invoices:
From the A/R > Utilities menu, select Overdue Invoice Notification to display the Overdue Invoice Notification screen.
Use one of the following hot keys:
Begin – Runs the program immediately.
Schedule – Displays the Phantom Scheduler screen. For more information on how to use this screen, see Scheduling Phantom Processes.
When you are finished scheduling the program to run, press Esc to exit the Phantom Scheduler screen.
Use the Begin hot key to begin the scheduler.
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