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NUMBER | FUNCTIONALITY |
|---|---|
1 | Create new debtor reminder |
2 | Delete the debtor reminder |
3 | Email the debtor reminders |
4 | Approve and lock (emails can still be sent) |
Approve and lock prevents any changes being made to the debtor reminder. This is a good process if you need a manager to approve the reminders but they need to be sent later.
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PREPARING THE REMINDER
Go to the finance & administration module > debtors > debtor reminders
In the debtors in reminder tab > click the create button
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