77 Overview to Statement and Reminder Setup

This chapter contains these topics:

77.1 Objectives

  • To set up the text that you want to print on your A/R statements, delinquency notices, and payment reminders

  • To define interest rate information

77.2 About Statement and Reminder Setup

Before you print statements and other A/R notifications, or bill a customer for an overdue invoice, you need to define and customize certain information for your business needs. For example, you might want to set up different messages to appear on your A/R statements and payment reminders.

Statement and reminder setup consists of:

  • Setting up statement messages

  • Setting up text for payment reminders

  • Revising text for delinquency notices

  • Working with interest rate information