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Remittance plugin

Article Index

Page 1 of 6

Introduction - Remittance plugin

With the remittance plugin allows you to easily manage your outstanding items. You may send an e-mail to all debtors to remind them their outstanding amounts and totals.

You may also print outstanding (arrears) accounts and send them by post.

By also purchasing the Multimedia plugin, you can immediately see which e-mails and reminders you have sent.

 

 

The setup and configuration process is briefly as follows:

  1. Activation – Enable the plugin in a Set of Books.

  2. Configure the e-mail with the settings and details from your Internet Service Provider (ISP).

  3. Creating e-mail templates to be displayed in your system's default e-mail program. You may create any number of email templates for your requirements.

  4. Customise the remittance / reminder layout files for your specific needs. These layout files will automatically generate the list of outstanding transactions and the total for each debtor account. The remittance / reminder layout files will be attached to each debtor e-mail.

After the setup and configuration process, using the Remittance plugin is briefly as follows:

  1. Access the Remittance plugin. (An option is available to automatically launch this plugin if transactions are outstanding).

  2. Check the selection criteria on the Remittance plugin. (You may select and preview remittance layout files).

  3. Print selected or all debtors.

  4. To send e-mails:

  • Enter the e-mail text header (topic / subject)

  • Select an e-mail template. (You may preview the template or the remittance layout file)

  • Enter additional text (free text) to be added to the e-mail template. (An extra file can be attached – in addition to the Remittance layout file).

  • Click on the Send button to fire off the e-mails.

 

License

Plugins do not need to be downloaded. They are available by default in osFinancials / TurboCASH.

License : Commercial – Annual fee
After the purchase, you'll receive a confirmation email with instructions how to activate your plugin.

Order: Remittance plugin