Daily Archives: October 20, 2014

Tip #218 – Dunning Notices


This post has been changed since its original publication.

flowerSoft Silver 2020

Tip #218
Dunning Notices

Starting with the 2015 version, flowerSoft will allow you to compose your own dunning messages using Word and then send them out using Word’s mail merge.

Here is how:

  1. Extract the client records that should receive the dunning notice.

  1. Answer “Yes” to the next question.

  1. Select the number of days a customer’s account must be past due.

  1. You will have the option of sending the dunning notices to all the accounts selected or just some of them.

  1. Normally you would answer “Yes” to the question above but if you answer “No” flowerSoft will give you the opportunity to select the accounts to receive the dunning notices.

  1. Once you are finished with your selection, flowerSoft will start exporting the selected accounts to a file called pasedue.csv which will be placed in your FSROOTEXPORT folder.

  1. flowerSoft will give you the opportunity to look at the exported accounts before…

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Info – If Your Hard Drive Should Ever Fail…


Info
If Your Hard Drive Should Ever Fail…

Which is almost guaranteed to happen, no matter how old your computer is.

As you may or may not know, we recommend using Gillware Inc.  if you want to do remote backups.
http://backup.gillware.com/
If you do decide to use them, you will have to tell them you are using flowerSoft and they will call us to get the exact location of your data.

However, since most of you are not doing this, there is another service they offer should your hard drive ever fail and you do not have a good backup to do a restore, not only of the flowerSoft data but everything in the drive.
http://www.youtube.com/watch?v=wFU2acfKCLU&feature=em-subs_digest

Please watch the videos.