Printing reminders and interest notes

The process of printing reminders and interest notes begins in a window in which the Open customer entries table is joined to the Associates window. When you have a customer highlighted in the Associates window, you only see the joined page element for this particular customer.

The data included in the printout corresponds to the columns visible in the open entries page element, i.e. all columns that are not hidden. The entries are printed in the sort order defined for the page element. You can save your own layouts configurations with the selected columns and sort order. The form also enables you to refer to an underlying layout in which the columns for transactions to be included are defined, which means that the print window can contain different fields to those displayed on screen. This also ensures that the printout will look the same each time, regardless of whether the columns are hidden or not.

Before printing a report, you can select one or more customers, or make other selections in the page elements to specify which entries you want to process. Using the Home/Print/Page setup menu item, you specify the form number to be used within the applicable form type. Reminders and interest notes are form types 3 and 4 respectively. The form definition determines the margins, the information to be printed and how it is printed. It also determines the font type, font size and colours.

Merk: If you have selected an entry in Open customer entries at transaction level, the printing of the reminders/interest notes will be cancelled. Visma Business displays the message "You are not allowed to highlight transactions when printing".

Processing of customer entries dialog box

When you choose the icon for printing or print preview, you call up the "Processing open customer entries" dialog box.

Explanation of the fields in the "Processing open customer entries" dialog box

Field	Explanation
Output type	Here you select Reminders or Interest notes. If you select Reminder you will automatically have the form type reminder in Home/Print/Page setup/Print parameters. If you select Interest notes you will automatically have the form type interest note in Home/Print/Page setup/Print parameters. When printing reminders and interest notes you can select which form you want to use. The drop-down list displays the forms available. Depending on whether you have chosen a reminder or interest note, the drop-down list will only show the forms available. If you have not selected reminders or interest notes, the drop-down list is greyed out. NB! You cannot select several different types of lists at the same time. If you want to issue both a reminder and an interest note to a customer, you must therefore do this in two steps.
Payment history	If you check this box, the payment history is included in the entries.
Voucher type in document language	If you want to print a reminder/interest note in the customer's language, you must remember to select this field.
Show all customer entries	If you insert a cross in this field, Visma Business will print all open entries for the customer regardless of whether or not they are due. The entries which are not due will be indicated by a star on the printout.
Finish entry not on interest note	If you select Interest notes under Output type, you will gain access to the Finish entry not on interest note option. If you insert a cross in this field, Visma Business will not print zero entries on the output. No settled entries will be printed on the interest note. This means entries with the status 3 settled, but paid late.
Up-to-date from	This is where you enter the date until which you will issue reminders/interest notes, i.e. the date by which you are sure that you will have posted and matched all vouchers relating to the customer(s). This date (along with the number of days of grace) is used to determine whether an entry is overdue. Visma Business suggests the current date.
All reminders	All reminders defined in the Reminders table for the country number(s) concerned are printed.
First reminder	All defined reminders, except the final reminder, are printed.
Final reminder	The final reminder defined for the country code(s) concerned is printed. You use this option to produce a summary of accounts receivable which have become subject to legal proceedings to recover the debt (legal recovery lists).
Reminder no. (from - to)	Reminders over a certain period are printed
Selecting customers to be processed	If you select this, only customers that you have made selections on or selected in the Associates page element are processed.
Process customer with open entries	If this option is checked, all customers with open entries are processed.