Index

1 Index
2 Setup
3 Reports
- 3.1 Sales Ledger >> Reports >> BURTI - Receivers of Open Invoice Customer Statement E-mail
4 Sending Reminders

Setup

Sales Ledger >> Settings >> BURTI - Reminder texts

Field	Description

Field	Description
Language	Language to be used in e-mail text.
Std. text	Text to be used in document form "BURTI - Open Invoice Customer Statement" field F_REMINDERTEXT (Sales Ledger >> Forms >> BURTI - Open Invoice Customer Statement) Document template is attached to reminder e-mail.
Days Late	Reminder will be sent ONLY on the days mentioned in this field. For example, if Days Late is 9, the reminder won't be sent in 10th day or later. You can set it up to be sent out several times (separated by comma) - e.g. Days Late: 5,9,21
E-Mail Text	Reminder E-mail content
E-Mail Header	Reminder E-mail Subject

Example

"Days Late"

Level: 5,9
Level: 20
Level: 30

If customer has Invoices that are 5 or 9 Days overdue, reminder text "REM1" will be used
If customer has Invoices that are 20 Days overdue, reminder text "REM2" will be used
If customer has Invoices that are 30 Days overdue, reminder text "REM3" will be used

Reminder texts (CRM >> Registers >> Standard Texts)

Reminder texts used in "Std.text" and "E-mail Text" fields are created and stored in standard register CRM >> Standard Texts
You can create different texts to be used for each Language and each of the 3 Reminder Levels
It is possible to insert different parameters in Standard Texts that will be replaced with either values or functions when you generate BURTI-Open Invoice Customer Statement
- values from system records
- available functions
- To display all overdue invoices for a customer the loop functionality has to be used. It will tell the system where an overdue invoice begins and ends.

Sales Ledger >> Settings >> BURTI -Reminder settings

Field	Description

Field	Description
Default reminder e-mail language	Default reminder texts (from "BURTI - Reminder texts") to be used if nothing else is specified
Std. text for customer overview e-mails	Default text to be used in document form "BURTI - Open Invoice Customer Statement" field F_REMINDERTEXT (Sales Ledger >> Forms >> BURTI - Open Invoice Customer Statement)
Header for customer overview e-mails	Reminder E-mail Subject
Std. text for Company e-mail signature	Company's e-mail signature
Std. text for User e-mail signature	User e-mail signature
Receiver of invalid email messages	System user who will receive notification fo invalid e-mail addresses
Sender of Reminders	Mailbox (User) from which the reminders will be sent
Reminder PDF folder	Server folder where pdf. files are stored
Invoice postfix
Receiver of invalid email messages (User)	System user who will receive notification fo invalid e-mail addresses
Receiver of invalid email messages (E-mail)	External e-mail who will receive notification fo invalid e-mail addresses
CC Receiver (User)	System user which will be added as Cc to reminders sent from the system
CC Receiver (E-mail)	External e-mail which will be added as Cc to reminders sent from the system
BCC Receiver (User)	System user which will be added as Bcc to reminders sent from the system
BCC Receiver (E-mail)	External e-mail which will be added as Bcc to reminders sent from the system
Send Automatically	Mark to send out e-mails automatically. If it's not marked e-mails will be created in Sender's Mailbox but won't be sent.
Send for partially paid invoices	Mark to include partially paid invoices in both report and the maintenance. If the checkbox is not marked, these invoices will not be considered.

Sales Ledger >> Settings >> BURTI - Customer category reminder levels

Code - Customer Category Code
Classif. - Customer Classification code
Name - Customer Category Description (pasted automatically)
Reminder Level - choose from defined Reminder texts/Languages (Burti - Reminder texts)

Sales Ledger >> Settings >> BURTI - Customer reminder levels

Code - Customer No.
Name - Customer Name (pasted automatically)
Reminder Level - choose from defined Reminder texts/Languages (Burti - Reminder texts)

Reports

Sales Ledger >> Reports >> BURTI - Receivers of Open Invoice Customer Statement E-mail

Report will show all Reminder receivers that match the criteria set in Burti - Reminder texts >> "Days Late". Report shows Days Late only for the oldest invoice, however, the customer will receive information about all Overdue Invoices in Statement E-mail. If customer has more invoices where some of them match 1. Level and some 3. Level reminder, system will use Reminder Text that is set for the highest reminder level (3. Level in this scenario).

It is possible to also use standard report in module Sales Ledger >> Reports >> Open Invoice Customer Statement with specifying "Days of delay" (preferably not less than what you have specified in "Days Late" for 1.Level reminder).

Sending Reminders

Sales Ledger >> Forms >> Burti - Open Invoice Customer Statement

This option can be used if you only want to send reminders to a specified Customer or Customer Category or use other parameters which are not present for the maintenance.

To create Burti - Open Invoice Customer Statement documents and e-mails, Form Template has to be created or imported.

To add existing Form Template to the document go to module Sales Ledger >> Forms >> "Burti - Open Invoice Customer Statement" >> Operations >> Define Form and choose the correct template in field "Form Template"

Sales Ledger >> Routines >> Maintenance >> Burti - Create Open Invoice Customer Statement E-mail

This is a more automatic option and e-mails for all customers that fit under any of 3 Reminder Levels will be created in "Sender of Reminders" Mailbox

To create e-mail only for a specific Contact, choose it in field "Contact"
Mark "Include Open Credit Notes" to include open credit notes in e-mail text and attached pdf file

E-mails won't be sent out automatically unless you have marked "Send Automatically" in SL >> Settings >> Burti - Reminder settings

System >> Settings >> Burti - Timed Events

This is another Burti add-on which gives a possibility to schedule maintenances and exports without user involvement.

If you already have this add-on you can create a new record for Routine "Burti_ARSEmailMasterMn", with type "Maintenance" and set an interval of how often you want this Maintenance to be run.

More information about Timed Events can be found here.

Burti Packages

How to set up and send Burti Advanced Reminders