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Store your reminder settings in the master data to create your reminders exactly the way you want them.

Reminder settings

Select Organization > Master data > Manage accounting > Dunning.

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Under Output format (5) you determine whether the PDF follows a predefined system layout or whether you want to use an individually customized document layout.
For more information, see Document layouts for reminders.

You can combine all dunning letters of a dunning run in one large PDF (6), which is practical if you still want to print on paper. Individual files are recommended for sending e-mails from Scopevisio.

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The dunning frequency (8 ) serves as a filter criterion for dunning. A sensible dunning frequency allows more frequent dunning, which reduces the item quantity under consideration.

If you give your customers 10 days to pay and send reminders every Friday, set the dunning frequency to 10 days. This means that the items dunned last Friday can simply be filtered out during the next dunning run and will not be dunned again too early.

The dunning costs (9) and dunning interest (10) can be printed on the receipt from a certain dunning level. These amounts are not posted.

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To use an individual template, click on Select at (5). A selection of reminder type layouts is available to you. You can display the selected layout via the Preview tab.

Document layouts in Scopevisio are created as openoffice documents (file extension .odt). The free LibreOffice software is available for both Windows and Mac. However, other word processing programs can usually also handle odt files.

Further information on creating and editing templates can be found in the section on document layouts.

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