Sending of Reminders in Multiple Companies Configuration

The table below explains the record the contact's email address is retrieved from when you send reminders in Automated Collections when the Multiple Companies Configuration feature is enabled, meaning that the Use Multiple Companies Configuration field in the Accounting Settings custom setting is selected.

The sending process checks the following:

1. There is at least one multi-account contact associated with the related multiple companies account config.
2. The Finance Contact field is populated on the account associated with the documents that the customer statements are sent for.
3. There are collections communication contacts associated with the account, meaning that on the contact records the Collections Communication Contact checkbox is selected, and the Collections Communication Preferences field is set to "Email".
4. The correct email address is specified on the contacts mentioned above.

Notes:

• Reminders are sent to all multi-account contacts that relate to the multiple companies account config, regardless of whether the Primary Contact checkbox is selected or not.
• If you populate the Additional Contacts Fields Name for SIN field in the Collections Plus Settings, reminders are also sent to the emails entered in the field defined on the related account records, if any. However, this doesn't work if the Send Reminders for Billing Documents or Send all Invoices in one email fields are selected as well. For more information, see Collections Plus Settings.

Scenarios for the Sending of Reminders

Multiple Companies Account Config Record Exists	Multi-Account Contact Records Exist	Finance Contact Is Defined on the Account	There Are Collections Communication Contacts Associated with the Account	No Email Is Defined or It Is Not Valid	Record the Email is Retrieved from
Yes	Yes	N/A	N/A	No	Multi-account contact set to primary contact
	Yes	N/A	N/A	Yes	You receive an error when you try to send reminders.
	No	Yes	N/A	No	Finance contact
	No	Yes	N/A	Yes	You receive an error when you try to send reminders.
	No	No	No	N/A
	No	No	Yes	N/A	Collections communication contacts
No	N/A	Yes	N/A	No	Finance contact
	N/A	Yes	No	Yes	You receive an error when you try to send reminders.
	N/A	No	No	N/A
	N/A	No	Yes	N/A	Collections communication contacts