Subject:

Explains the steps to edit the Generate Reminder for Invoices dialog to generate Reminders for Active Invoices only.

More Information:

The steps below are for the manual process of generating a Invoice. If you are using automation to run the workflow, it will run against the View you selected during automation setup.

  1. Navigate to the Sales | Settings | Processes.
  2. Open the Generate Reminder for Invoice dialog.
  3. Click the Deactivate button and click Deactivate on the Process Deactivate Confirmation message.
  4. Under Steps, click in the first line Page: Page to Pick Reminder Rule.
  5. Click the Insert button and select Before Step.
  6. Click Add Step | Check Condition.
  7. Add a Description to the condition such as: Check if Invoice is Active.
  8.  Click If <condition> (click to configure) hyperlink.
  9. Select Invoice, Status select Equals, select and insert the Canceled value, and then click OK.
  10. Select Invoice, Status select Equals, Select and insert the Closed (Depreciated) value, and then click OK.
  11. Select both rows and click Group Or.

  1. Click Save and Close to the Condition.
  2. Click Select this row and click Add Step.
  3. Select Add Step | Stop Dialog.
  4. Enter the Description: Stop Dialog if Invoice is not Active.

The window should look like the following:

  1. Click Save and click the Activate button.  Click Activate from the Process Activate Confirmation prompt.
  2. Close the workflow.

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