In a previous blog, we saw Set up the payment reminders for multiple customers. Now in this blog, we see the set up for automatic selection of reminder checkbox on customers BP invoice. In Sage Enterprise Management (Sage X3) there is a functionality of reminder where a user can send the reminder to the customer.
Navigate To: Common data ->BP’S->Customer->Financial
Select the Reminder group and reminder type.
Now create Customer BP invoice and check the reminder flag on header level of customer BP invoice screen. It will automatically be checked.
Navigate To: A/P-A/R accounting ->Invoicing>Customer BP invoice
Hope this helps!
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