Use the Overdue Invoice Notification driver to send either e-mails or faxes to customers with overdue invoices. An overdue invoice is determined by the payment terms you have defined and applied to the customer. Define payment terms in Terms Maintenance. Assign a terms code to a customer in the Credit Control Parameters window within customer maintenance.
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 window.
Use one of the following buttons:
Begin - Runs the program immediately.
Schedule - Displays the Phantom Scheduler screen. For more information on how to use this screen, see Scheduling Phantom Processes.
Cancel - Exit the window and return to the main Solar menu.
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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