Generating Accounts Receivable Reminder Letters

Use reminder letters to generate a letter based on the defined reminder cycle for the AR Account Type. When the Simple Reminder OPERA Control is active the Cycle is displayed; otherwise the Age is displayed. Reminder letters are setup using the Stationery Editor in the Accounts Receivable Reminders and Statements report group.

Generating an AR Account Reminder Letter

1. From the OPERA Cloud menu, select Financials, select Account Receivables, select Manage Account Receivables, and then search for accounts.

2. Enter search criteria then click Search.

3. Select the AR Account in search result, then click I Want To. . . and select Reminders.

   1. View in Currency: Select a currency from the list (Available when the Multi-currency OPERA Control is active)

   2. Eligible reminder letter is displayed, click Process Reminder.

   3. Select a destination.

   4. Click Process.

Viewing Reminder Letter History

1. From the OPERA Cloud menu, select Financials, select Account Receivables, select Manage Account Receivables, and then search for accounts.

2. Enter search criteria then click Search.

3. Select the AR Account in search result, then click I Want To. . . and select Reminders.

4. Click the vertical ellipsis Actions menu and select History.

   1. Enter search criteria, then click Search.