Reminder Rules

Clicking the Reminder Rules tab displays the Reminder Rules home page.

In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.

In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.

Recent Choice Description
Recently Viewed The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users.
Recently Created The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you.
Recently Modified The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you.

About Reminder Rules

You can use reminder rules to automatically select sales invoices that you want to send reminder emails for. Reminder rules are based on the invoice due date.

You can set up reminder rules to send reminders:

  • Before the invoice due date
  • On the invoice due date
  • After the invoice due date

You can create a rule for each reminder that you want to send. For example, to send reminders 30, 60 and 90 days after an invoice is due, you must create a separate rule for each period.

Note:
Reminder rules select invoices based on the due date. If you have invoices that meet more than one rule, reminders will only be sent for the rule that is either before the due date or closest to the due date. Invoices will not be selected for the next rule until the number of days specified in the Offset Days for Collections Reminders field in the Accounting custom setting is reached.
For example, if you set up reminder rules for 10 and 30 days after the invoice due date, when you first run the reminder process, invoices that are 30 days overdue are initially sent a reminder for being 10 days overdue. If the Offset Days for Collections Reminders field is set to 5 (the default), you must wait 5 days before you can send reminders for those invoices that met both the 10 day and 30 day rule.

Reminders rules are sent using Classic email templates. You must set up the email templates before you create the reminder rules. For more information on email templates, see Setting up Custom Email Templates.

If you have configured the FinancialForce Conga Integration for use with reminders, you can also choose to attach sales invoices to your reminders using Conga templates.

For more information on configuring Conga templates for use with reminder rules, see the FinancialForce Conga Integration documentation.

If you want reminders to be sent from an email alias, you can choose to have emails come from an org-wide email address instead.

For more information on org-wide email addresses see Setting up Collections Plus

Note:
If you have multiple companies in your org, and you want to send reminders from more than one company, you must set up separate reminder rules for each company.