Reminders Not Printing on Client-Matters with Accounts Receivable

If you are attempting to print Reminder Statements on Matters where accounts receivable does exist and the parameters you are using to print the Reminders should cause a Reminder Statement to print, there are three different conditions that could be keeping the Reminders from printing.

    1.    The Matters for which you are attempting to print the Reminder Statements have been deferred from billing telling the system NOT to perform any type of billing function on the Matters.  There are several places you can check the invoicing status of a Matter.  The easiest is to call up the Matter in Matter Status and check the value in the Bill Status field on the Status Tab.  If set to deferred, you need to select the Matter for billing and then print the Reminder Statement.

    2.    The Matter could have an unposted invoice.  Once again, you can check for this using Matter Status.  If the Bill Status field displays Invoiced, you need to post or void the unposted invoice and you will then be able to generate a Reminder Statement.

    3.    The Client record for the Matter is not set up for a Reminder Style.  To check this, call up the Client in the File Maintenance Manager, access the Bill Delivery Tab and check that the value assigned to the Reminder field is something other than None.