https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4845/payment-remindersen-USTelligent Community 12 Non-Productionhttps://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4845/payment-remindersFri, 23 Apr 2021 05:56:41 GMT10acfa76-f078-475b-a7ef-fc5b3e8d2934:0f5cc28b-0696-4358-8cc4-f71ea37058e2Eugene Kuchynskihttps://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4845/payment-reminders#commentsCurrent Revision posted to Wiki by Eugene Kuchynski on 4/23/2021 5:56:41 AM<br /> <p>Using built-in e-mail sender, you can send payment reminders for overdue invoices.</p> <ol> <li>Open invoice list and click<span>&nbsp;</span><strong>Message to client(s)</strong><span>&nbsp;</span>&gt;<span>&nbsp;</span><strong>Payment reminder</strong></li> <li>A message composing window will be opened, with default payment reminder template applied. If invoice contains PDF file, it will also be attached to a message. Here you can edit default text, save a message and click&nbsp;<strong>Send</strong>&nbsp;to send a message.</li> <li>A message will be sent and appear in the Sent folder of your mailbox.</li> </ol><div style="clear:both;"></div> <div style="font-size: 90%;">Tags: documents, payment, reminder</div> https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4845/payment-reminders/revision/2Fri, 19 Jul 2019 05:38:11 GMT10acfa76-f078-475b-a7ef-fc5b3e8d2934:0f5cc28b-0696-4358-8cc4-f71ea37058e2Eugene Kuchynskihttps://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4845/payment-reminders#commentsRevision 2 posted to Wiki by Eugene Kuchynski on 7/19/2019 5:38:11 AM<br /> <p>Using built-in e-mail sender, you can send payment reminders for overdue invoices.</p> <ol> <li>Open invoice list <ol> <li>Click <strong>Message to customer(s)</strong> &gt; <strong>Payment reminder</strong>, or</li> <li>Select <strong>Main (with details)</strong> view variant, select an invoice and double click on any contact in the <strong>Contacts</strong> tab below the list.</li> </ol> </li> <li><span>The</span><span>&nbsp;</span><a href="/product-groups/translationproductivity/sdl-baccs/w/wiki/5017/file-attachment-dialog">File attachment dialog</a><span>&nbsp;appears, where you have to select files attached to a created message.</span></li> <li>A message composing window will be opened, with default payment reminder template applied. Here you can edit default text, save a message and click&nbsp;<strong>Send</strong>&nbsp;to send a message.</li> <li>A message will be sent and appear in the Sent folder of your mailbox.</li> </ol><div style="clear:both;"></div> <div style="font-size: 90%;">Tags: documents, payment, reminder</div> https://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4845/payment-reminders/revision/1Mon, 15 Jul 2019 12:54:23 GMT10acfa76-f078-475b-a7ef-fc5b3e8d2934:0f5cc28b-0696-4358-8cc4-f71ea37058e2Eugene Kuchynskihttps://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4845/payment-reminders#commentsRevision 1 posted to Wiki by Eugene Kuchynski on 7/15/2019 12:54:23 PM<br /> <p>Using built-in e-mail sender, you can send payment reminders for overdue invoices.</p> <ol> <li>Open invoice list <ol> <li>Click <strong>Message to customer(s)</strong> &gt; <strong>Payment reminder</strong>, or</li> <li>Select <strong>Main (with details)</strong> view variant, select an invoice and double click on any contact in the <strong>Contacts</strong> tab below the list</li> </ol> </li> <li>A message composing window will be opened, with default payment reminder template applied. Here you can edit default text, save a message and click&nbsp;<strong>Send</strong>&nbsp;to send a message.</li> <li>A message will be sent and appear in the Sent folder of your mailbox.</li> </ol><div style="clear:both;"></div> <div style="font-size: 90%;">Tags: documents, payment, reminder</div>