Reminders List (Overview)

When reminders in the Reminders List on the main screen are not actioned by the Date due, then they will fall into the OVERDUE section. Below we explain each of the reminder Types, the reason for overdue, and what actions need to be taken.

Quote

The Quote has not been converted or cancelled yet, and the Booked From date is older than the current date/time. You need to either Cancel the Quote if it was not accepted. If the Quote was accepted, then check that the Booked From date on the Quote is still accurate. If the Quote has gone On Hire, then you need to edit the Quote and populate the Hired From date to the date/time the hire actually started.

Booking

Once the Booked From date becomes older than the current date/time, then you will see this Booking in the OVERDUE section. When a booking has started and is actually On Hire, the Hired From date needs to be populated, and the reminder will then switch to On Hire.

Invoice

Once the Booked From date becomes older than the current date/time, then you will see this Booking in the OVERDUE section. When an Invoice has started and is actually On Hire, then the Hired From date needs to be populated, and the reminder will then switch to On Hire.

Overdue Return

Once the Booked To date becomes older than the current date/time, then you will see this On Hire Invoice in the OVERDUE section. When the hire has been completed and the goods are returned, the Hire To date on the Invoice needs to be populated to the date/time the goods were returned, which will then clear this reminder.

Overdue Deposit

If the Deposit Due date field in the Other tab on the Booking has been populated, and no money has been received by that date at all, then you will see this reminder. Either chase up the deposit, or clear out this date to remove the reminder.