How to: Set Up Reminder Levels

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Management of receivables includes checking whether amounts due are paid on time. If customers have overdue payments, you must decide when and how to send them a reminder. In addition, you may want to debit their accounts for interest and/or fees.

To set up reminder levels

  1. In the Search box, enter Reminder Terms, and then choose the related link.

  2. In the Reminder Terms window, select the line with the terms you want to set up levels for.

  3. On the Actions tab, in the General group, choose Levels. The Reminder Levels window opens.

  4. Fill in the various fields.

See Also

Tasks

How to: Create Reminders Automatically
How to: Create Reminders Manually
How to: Set Up Reminder Terms
How to: Set Up Reminder Text