Date for Reminder Selection

This required date (default is today's date) is compared to the expected payment date on the pledge transaction and the number of days in the Reminder Period Number selected for running the reminders.

·       If the chosen period is an Until due period and the expected payment date for the pledge is on or past this date and within the number of days in the period, then the expected payment will be selected and a reminder will print for it.

 

If you choose a period that is 30 days Until due and you wish to print reminders for payments you expect by January 30, you would run this on January and type in or select a date of January 1.

·       If the chosen period is a Past due period and the expected payment date for the pledge is on or before this date and within the number of days in the period, then the expected payment will be selected and a reminder will print for it.

 

If you choose a period that is 30 days Past due and you expected payments on December 31, you should wait until sometime after January 30 and type in or select a date of January 30.