Printing reminder notices

Reminder Notices can be run at the same time you print Renewal Notices, or you can print them separately.

When you print a reminder notice, the following field conditions are evaluated to determine if a reminder notice will print for a customer.

First reminder

Prints an initial reminder notice for customers with outstanding balances when the following conditions exist:

  • The Paid Thru field on the Status tab (Name.PAID_THRU) contains a date that is earlier than the date on the Renewed Thru field on the Financial tab (Name.Fin.RENEWED_THRU) located on the Manage customers window (from Customers, select Manage customers).
  • The Status field (Name.STATUS) on the Manage customers window is not set to S (Suspended), I (Inactive), or D (Marked for deletion).
  • The balance for the Subscriptions record (Subscriptions.BALANCE) is greater than zero.
  • Subscriptions.REMINDER_COUNT is equal to 1
  • The Bill Date (Subscriptions.BILL_DATE) is between the 1st Reminder Start and 1st Reminder End dates on the Process billing window.

Second reminder

Prints a secondary reminder notice for customers with outstanding balances when the following conditions exist:

  • The Paid Thru date on the Status tab (Name.PAID_THRU) contains a date that is earlier than the Renewed Thru field on the Financial tab (Name.Find.RENEWED_THRU) located on the Manage customers window.
  • The Status field (Name.STATUS) on the Manage customers window is not set to S (Suspended), I (Inactive), or D (Marked for deletion).
  • The balance for the Subscriptions record (Subscriptions.BALANCE) is greater than zero.
  • Subscriptions.REMINDER_COUNT is equal to 2.
  • The Bill Date (Subscriptions.BILL_DATE) is between the 2nd Reminder Start and 2nd Reminder End dates on the Process billing window.

To print reminder notices

Note: Do not check either box in the Billing Options area.

  1. From Billing, select Process billing to open the Process billing window.
  2. Click New.
  3. Select the billing cycle to process.
  4. Select the Printing Options.
  5. (optional) Override the Run Date.
  6. (optional) Select Additional Options.
  7. Select your report destination.
  8. Click Run to print the reminder notices.