Reminder Rules

Warning:

You cannot edit reminder rules that were created using the single company reminder rule process in previous versions of Accounting.

You can use reminder rules to automatically select sales invoices that you want to send reminder emails for. Reminder rules are based on the invoice due date.

You can set up reminder rules to send reminders:

• Before the invoice due date
• On the invoice due date
• After the invoice due date

You can create a rule for each reminder that you want to send. For example, to send reminders 30, 60 and 90 days after an invoice is due, you must create a separate rule for each period.

Note:
Reminder rules select invoices based on the due date. If you have invoices that meet more than one rule, reminders will only be sent for the rule that is either before the due date or closest to the due date. Invoices will not be selected for the next rule until the number of days specified in the Offset Days for Collections Reminders field in the Accounting custom setting is reached.
For example, if you set up reminder rules for 10 and 30 days after the invoice due date, when you first run the reminder process, invoices that are 30 days overdue are initially sent a reminder for being 10 days overdue. If the Offset Days for Collections Reminders field is set to 5 (the default), you must wait 5 days before you can send reminders for those invoices that met both the 10 day and 30 day rule.

Reminders rules are sent using Classic email templates. You must set up the email templates before you create the reminder rules. For more information on email templates, see Setting up Custom Email Templates.

If you have configured the Certinia Conga Integration for use with reminders, you can choose to attach sales invoices to your reminders using Conga templates. You can also choose whether to re-use existing Conga attachments when you send reminders, or create new Conga attachments when you send reminders.

For more information on configuring Conga templates for use with reminder rules, see the Certinia Conga Integration documentation.

If you want reminders to be sent from an email alias, you can choose to have emails come from an org-wide email address instead.

For more information on org-wide email addresses see Setting up Collections