The Modify Invoices per Reminder Proposal activity is used either to delete one or more items included in the reminder proposal or to include an invoice that was excluded when a customer was deleted from the proposal. You can find invoices at a certain reminder level by using the Query function. In the Query dialog box, you can delete an invoice from the proposal (
Exclude)or Include an invoice deleted previously. You might do this if a customer has been deleted from the reminder proposal in Reminder Proposal Details. The Invoices per Reminder Proposal window enables you to include one or more of the customer’s invoices in the proposal. The customer’s Status will then be changed to Included in Reminder Proposal Details.
A reminder proposal must have been created.
As a result of this entry, single customer invoices can be included or excluded in the reminder proposal.
Invoices per Reminder Proposal
To include or exclude an invoice in a reminder proposal:
Open Customer Reminder Proposals, click the right mouse button, and select the Reminder Proposal Details operation. In that window, click the right mouse button and select the Invoices per Reminder Proposal operation.
Select the line you want altered and click in the Status field.
Change status to
Quit by clicking Save.