Replies posted by StephanieAJ

11 Replies

StephanieAJDo Gooder (Customer)

Reminder Proposal not sending after 1st reminder

@Ralph Gericke I have it working now. Thanks so much. I’m not sure why it wasn’t prior and why IFS doesn’t recognize Send and Print as the same function. I appreciate your help on this. We have 4 companies in this software, all of them are receiving their updated PDF reminder now with no issues, EXCEPT 1. All I changed was the parameters and hitting the print button.For some reason, when the customer receives their PDF, they can’t open it as it says “The file has no pages”When I go to the report archive, however, it is there and then I have to save and email it to the customer that way. Do you know why 1 company would do that and not all of them? How do I fix this?

2 months ago

StephanieAJDo Gooder (Customer)

asked in Finance (Financials)

Reminder Proposal not sending after 1st reminder

@Ralph Gericke we don’t print proposal/reminders. We send them

2 months ago

StephanieAJDo Gooder (Customer)

asked in Finance (Financials)

Reminder Proposal not sending after 1st reminder

@Ralph Gericke FYI, I did hit print on one of the proposals and nothing different happened. Other than the Proposal disappearing from the above list of acknowledged proposals. Sorry, meant to mention that.

2 months ago

StephanieAJDo Gooder (Customer)

asked in Finance (Financials)

Reminder Proposal not sending after 1st reminder

@Ralph Gericke once I acknowledge the proposal, I then look at the Details, exclude any customer I don’t want to receive a Reminder, hit Save, and then Send the reminders. Which is like printing, but it’s being emailed to myself and the customer. IFS Prod 10, update 14 - I know that the customer is receiving the reminders, it’s just that they only receive the one reminder, and if the invoice goes unpaid - there is no reminder proposal populating for “level 2”

2 months ago

StephanieAJDo Gooder (Customer)

asked in Finance (Financials)

Reminder Proposal not sending after 1st reminder

@Peshala Gamage do you have any idea? On why my Reminder Templates are not being sent after the initial one?I am having difficulty with Reminder Templates. I can get the first one sent, stating that they are 7 days past due, but after that, nothing generates for that past due invoice. It could be 6 months later and that same invoice is still past due, but the customer only received the ONE notification. What am I doing wrong? I saw a topic where you have the setup instructions, which ours appear to be correct. I don't know what to do. Below are my levels

2 months ago

StephanieAJDo Gooder (Customer)

asked in Finance (Financials)

Reminder Proposal not sending after 1st reminder

@Ralph Gericke after the proposal is acknowledged, and I review the details (include or exclude) I then save it and hit SEND - which in turn sends it to the customer email address on file.We have not been hitting Print, as we figured that SENDing the reminders were the same thing. We don’t print ANY invoices or statements, they are ALL emailed.So this isn’t the answer as to why my levels are past 1 are not generating.

2 months ago

StephanieAJDo Gooder (Customer)

asked in Finance (Financials)

Reminder Proposal not sending after 1st reminder

All of these reminders have been Acknowledged and I hit SEND. Instead of SEND do I need to hit Print? Is that what the issue is???

2 months ago

StephanieAJDo Gooder (Customer)

asked in Finance (Financials)

Reminder Proposal not sending after 1st reminder

Hi @12Guide_PaulB - I really appreciate your help. I feel like it’s something super simple that I’m overlooking. THis particular customer only received one reminder. When in theory they should have received 2 This is the Invoices per Reminder Proposal screen:And here is the Reminder/Interest Info per CustomerRegarding this invoice, it wasn’t paid until 1/19, but was due on 1/6, which in theory should have generated the first Invoices not due, the initial 7 days past due on 1/17. Anytime an invoice is generated on a reminder whether it’s due or not, it won’t print out again in the future, even if it remains unpaid. I have other examples, but am feeling like you are probably pulling out your hair.

2 months ago

StephanieAJDo Gooder (Customer)

asked in Finance (Financials)

Reminder Proposal not sending after 1st reminder

@12Guide_PaulB Every customer has to have a reminder template set up. Ours is named: Template 1. I don’t understand how the above reply will help me in getting this setup properly. Again, I apologize as I feel like I am walking blindly as I also don’t have complete access (which is a good thing) :) I have mentioned that the field Reminder Level be added, and it has recently been added - Could this be the reason why levels 2-6 are not being sent? I know that with IFS, something won’t take effect immediately because of its tied history.

2 months ago

StephanieAJDo Gooder (Customer)

asked in Finance (Financials)

Reminder Proposal not sending after 1st reminder

@12Guide_PaulB we do have that set up. Our first reminder goes out fine - if the customer doesn’t pay, that’s all they will get. That first reminder.

2 months ago

StephanieAJDo Gooder (Customer)

asked in Finance (Financials)

Reminder Proposal not sending after 1st reminder

I will look into that. Thanks! I’m not familiar with IFS as this is the first time I’ve used it. The company I am working for just started using it about 18 months ago, so we have a few things we need to work out. This is one of them. If it’s not what you mentioned, is there something else it could be?

2 months ago

Replies posted by StephanieAJ

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