Go to the Options form, Reminders page. Set up the frequencies you require. This can be done individually for each provider. These frequencies are used to set the date that reminders are due. The reminder dates are set when the account is printed.

 

Each time a provider's file is opened, AA checks the open accounts and adjusts the status as appropriate, changing 'Awaiting payment' to 'Overdue'. You can use this status to select accounts. Alternatively, on the List of Accounts, click Select > Reminders due to print. This will use the reminder date to determine which accounts are due for a reminder to be sent.

 

You have the option of selecting reminders for standard or co-payment accounts separately. Accounts appear in the list once today's date is equal to or later than the reminder date. Also, you can view accounts where reminders will become due in the next short while, by selecting 'Due soon'. By default all accounts due for a reminder will appear. However, you have the option of just showing 1st reminders, 2nd reminders etc.

 

Once you have the list of accounts due for reminders, you can review it before printing the reminders (by pressing the Print all accounts button on the bottom left). Each time you print an account, its reminder date is adjusted according to the frequencies you have set up in the Options form. The message which appears on each account is determined by how many reminders have previously been sent (noted on Status page) and on the Rpt messages you have set up in the messages lookup table (Tools > Edit Lookup Tables > Messages).

 

The reminder dates are shown on the Status page for each account, and can be manually edited if required.