Treatment level actions

A first reminder invoice treatment level action is configured to take action based on when invoices become overdue.

Actions are defined on the Treatment Level Actions tab of an accounting term. Accounting terms are listed in Credit control under Accounts Receivable in the main section of the Configuration and Tools page.

An invoice action is configured to dispatch the Invoice: Credit Control - 1 Reminder stationery created previously. The accounts dispatch rules will determine if the stationery is to be printed or delivered by email.

Figure: Treatment Level Actions tab

Screenshot showing the Treatment Level Actions tab.

Batch Dispatch is enabled. The dispatched print or email will be queue for review and approval. If Batch Dispatch is disabled the reminder email is issued immediately.

Figure: Treatment level action configuration for the first reminder

Screenshot showing treatment level action configuration for the first reminder.