Let us take the tedious work off your hands! In Scopevisio, you can display overdue receivables in a dunning list and send reminders individually or in bulk in a dunning run according to your individual dunning settings.
First deal with the master data settings as described under Dunning.
Before the first dunning run, check whether your customers all have a dunning dispatch type (post or e-mail).
Dunning list
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The recipients are added automatically.
You can enter a sender and a reply e-mail address.
You can customize the subject line in a meaningful way by using the placeholders suitable for reminders. To do this, click on the Select text module link, click on Add in the new form and then select "Reminder (email subject)" in the Standard field. In the large yellow text area, create your subject line using the placeholders $customer_number, $ownGS_name, $customer_number_external, $customer_surname, $customer_company_name, $document_number and $document_date. Name and save the new text module.
Write an accompanying text for your reminder or edit the existing text.
Here you can access and insert existing placeholders and text modules. Find out more under Document layouts.
The dunning letter is already attached in PDF format.
You can use the three icons to add another attachment, select a document from Teamwork or remove the attachment in question.
The Select and attach ODT document layout link takes you to the layout selection described in the previous article.
When everything is ready, send your reminder(s).
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