In the global settings for reminders, the presetting for the automatic dunning run and for the manual printed combined reminders are defined.

 

Global settings for reminders

 

Template 1. reminder	Selection list	Selection of the project template for the first reminder from the text templates recorded in the project templates. Every reminder duns exactly one invoice.
Template 2. reminder	Selection list	Selection of the project template for the second reminder from  the text templates recorded in the project templates. Every reminder duns exactly one invoice.
Template 3. reminder	Selection list	Selection of the project template for the third reminder from the text templates recorded in the project templates. Every reminder duns exactly one invoice.
1. reminder from	Selection list	Selection, if the due date of the first reminder shall be calculated from the invoice date or the net  payment term.
2. ,3. reminder from	Selection list	Selection, if the due date of the second and third reminder shall be calculated from the invoice date or the previous reminder.
Template  1. combined reminder	Selection list	Selection of the project template for the first combined reminder from the text templates recorded in the project templates. Combined reminders contain a list of all due invoices of a particular client.
Template  2. combined reminder	Selection list	Selection of the project template for the  second combined reminder from the text templates recorded in the project templates. Combined reminders contain a list of all due invoices of a particular client.
Template  3. combined reminder	Selection list	Selection of the project template for the third combined reminder from the text templates recorded in the project templates. Combined reminders contain a list of all due invoices of a particular client.
Reminder fee in combined	Selection list	per invoice (default) In collective reminders, the fees are calculated for each invoice included. per reminder In collective reminders, a one-time fee is calculated according to the highest reminder status of the invoices to be remined.
Include credit notes	Checkbox	Decision, if in the list of open posts in combined reminders, the credit items of the respective client shall be considered (deducted).
No reminder for customer with direct debit	Checkbox	If the checkbox is activated, the customers with direct debit selected in the financial data are not included in the dunning run.