CenterPoint® Fund Accounting - Receivable Reminders

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Reminders Video - Duration: 9 min 45 sec

About Reminders Document

Scheduled Reminders Document

Conditional Balance Reminders Document

Payable Reminders Document

View or Print as PDF for CenterPoint Accounting and CenterPoint Accounting for Agriculture

View or Print as PDF for CenterPoint Fund Accounting

The Receivables Reminder will check for Accounts Receivable invoices that are due for a specific company either on the receivable due date, on a set number of days prior to the receivable due date, or on a set number of days after the receivable due date.

Create a Receivables Due Reminder

The Receivables Reminder will check for Accounts Receivable invoices that are due for a specific company/fund either on the receivable due date, on a set number of days prior to the receivable due date, or on a set number of days after the receivable due date.

  1. On the Setup menu, click Reminders. Click New.
  2. In the Message box, enter up to 50 characters of a required message that will display in the Message column in the Reminders Due window when this reminder is due.
  3. In the Type box, select Receivable Reminders.
  4. In the Description box, enter a detailed description about the reminder.
  5. Click the Receivables tab.

  1. Under Reminder Details, select On Due Date to be reminded when an Accounts Receivable invoice is due, or select Prior To Due Date to be reminded prior to when Accounts Receivable invoices are due, or select After Due Date to be reminded after the Accounts Receivable invoices are due.
    • If you selected Prior To Due Date, in the Days Before Due Date box, enter the number of days prior to when Accounts Receivable invoices are due that you want to be reminded.
    • If you selected After Due Date, in the Days After Due Date box, enter the number of days after the Accounts Receivable invoices are due that you want to be reminded.
  2. In the Company/Fund box, click and select the company/fund you want this reminder to display for.
  3. If you want to automatically perform an action when this reminder is due, click Action, clear the No Action Taken check box and select the menu selection you want to perform. For example, you may want to select Processes > Revenues > Receipts or Reports > Reports for an Accounts Receivable reminder that is due.
  4. Click Save to save the reminder and return to the List tab, or click Close to save the reminder and close the Reminders screen.

Document: 3072

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