I am an end user using NAV 5.0.
We have a manual process on triggering email for reminder payment.
First, we run a customer statement report 116 on the outstanding balance.
Next, we save the pdf copy and sent as attachment via email.
I suppose there is a simplify way to manage the reminder.
Notice that in the Customer card, at the bottom of Customer > issued documents > Issued reminders, is the setting allowed pre-set and generate reminder email that met the criteria ?
Hope to receive some alternative or suggestion in this forum.
Thank you for the attention.
Not quite sure what you're asking? Are you looking for a way to automate emails with attached reminders to be sent to the customers? And that you already have a process of sending out the statements?
In NAV 5.0 there where no way to do this out of the box. So the only way to automate this is either by having a developer code this for you, or buy and install one of the many 3rd party add-ons that exists.
But let's hear if I understood the question correctly.
Have a great day, Erik
In reply to Erik P. Ernst:
Indeed yes if NAV 5 can automate.
But if there is a link in customer card (communication tab/ email address) to the outstanding balance after due date, should save some manual process.
Current process which stated in my initial post is totally manual.
Looking for possible way to reduce some steps.