Under Creditor Settings, you can set up email reminders to your creditors to remind them about forthcoming invoices. Click on 'Creditor Settings' under the 'Settings' tab.
Set the default PM Reminder for creditor type
This setting allows you to do reminders for Water, Strata, EFT, or other creditors as a general and click 'Add'.
NOTE: You are able to add a reminder period, i.e. monthly or quarterly.
Set default PM reminder for the single creditor
Enabling this option allows you to set a reminder for a single creditor. Individual creditors can receive multiple reminders.
NOTE: You are able to add a reminder period, i.e. monthly or quarterly.
Automatically set send a reminder email to the creditor
You can set up a reminder email to your creditors. This will send a reminder email out to the creditor if the system has recognised that this invoice has not been received.
Customise creditor type reminder email template
By turning this setting on, you can customise your reminder to each creditor type.
Customise single creditor reminder email template
By turning this setting on, you can customise your reminder to a particular creditor.
Set the number of days prior to invoice due date to send creditor reminder
By turning this setting on, you can set how many days prior to the invoice due date the creditor reminder email should be sent to the creditor.
Exempt creditors for duplicates
This setting allows you to exempt an individual creditor from having their invoices listed as duplicates. For instance, this is helpful if you receive regular invoices from the same creditor for the same property within the same month.
You are able to set the duplicate exemption time period and are able to set this up for multiple creditors.
