Adding Extended Reminders

  • 25/04/2024
  • 1 minute to read

If you use the Associations module, you can set reminders that take into account associations and customer/vendor links.

To create an extended reminder:

  1. Use the Search icon, enter Create Reminders and select the related link.
  2. Continia Finance offers the following additional options:
    • Incl. Association - if enabled, all customers of an association are printed. A prerequisite for this is that the selected customer is assigned to an association.
    • Incl. Linked Vendors - if enabled, when reminding the customer, the vendor ledger entries of the corresponding customer/vendor link are also included in the reminder and offset.
    • With Backlog - if enabled, a reminder will also be created if there is a credit balance in the customer/vendor link