How to Set Reminder Exemption in Business NXT

This article explains how to set reminder exemption at the invoice or customer level.

What is Reminder Exemption?

Reminder exemption can be used if you want specific invoices or customers not to appear in the proposal of items that can be sent to AutoCollect for collection. Reminder exemption at the invoice level removes the specific invoice from the reminder proposal, while reminder exemption at the customer level means that invoices to the customer (including future ones) will not appear in the reminder proposal.

How to Set Reminder Exemption at the Invoice Level

1. Find the invoice you want to exempt (for example in Reminder or collection proposals, or in All open items)
2. Press Ctrl + U to add the Reminder Exemption column, if the column is not already in the view
3. Find the invoice line you want to exempt, and click in the Reminder Exemption column
4. Click Exempt from reminder
5. Click Save
   

💡 Note: The collection exemption option applies to customers who use AutoCollect exclusively for collection and who send collection notices themselves.

How to Set Reminder Exemption at the Customer Level

1. Find the customer cards in NXT (for example via Customers)
2. Search for the customer you want to exempt and click into the customer card
3. Double-click in the Customer Pref field
4. Check the box for Reminder Exemption
5. Click OK
6. Click Save

See also: How to Send Invoices to AutoCollect from Business NXT · How the Transfer from Reminder to Collection Works in AutoCollect for Business NXT