Reminders

Complete

The Reminders tab shows account reminders for unpaid invoices and counter sales.

These are sent by the Account Reminder Sender job.

The fields are as follows:

Status

Filters by reminder status. One of:

  • Incomplete - this selects reminders with Queued and Error status
  • Queued - the reminder is queued to be sent
  • Error - the reminder couldn't be sent due to an error
  • Dequeued - the reminder was cancelled
  • Sent - the reminder was successfully sent
All Select reminders for all dates.
From Select reminders for charges finalised from the entered date
To Select reminders for charges finalised up to the entered date
Location

Used to filter reminders by the location where the charge was performed.

The columns are as follows:

Type Shows the reminder type. These determine how a reminder will be sent.
Status The reminder status
Send The date from when the reminder should be sent.
Next Reminder The date of the next reminder, if the charge is still unpaid.
Customer The customer to send the reminder to.
Error Any error encountered processing the reminder.

Selecting a reminder will display the associated charge below.

The buttons are as follows:

Find Find all reminders matching the criteria.
Send All Send all reminders. This launches the Account Reminder Sender job.
Resolve If a reminder has Error status, this marks the selected reminder item as Queued. This allows them to be sent when the Account Reminder Sender job next runs.
Resolve All Marks all reminders with Error status matching the criteria as Queued. This allows them to be sent when the Account Reminder Sender job next runs.
Disable Reminders Disable reminders for the selected charge.