Difference between revisions of "How do I Send Debt Chasing Letters?"
From Catalyst
Nigel Smith (talk | contribs) (→Selecting which letters to send manually) |
Katy Kitchen (talk | contribs) (→See also) |
||
| (5 intermediate revisions by 2 users not shown) | |||
| Line 16: | Line 16: | ||
**{{DataValue|1st Period}} = Debts for last month old. | **{{DataValue|1st Period}} = Debts for last month old. | ||
**{{DataValue|2nd Period}} = Debts for the month prior to last month. | **{{DataValue|2nd Period}} = Debts for the month prior to last month. | ||
| − | **{{DataValue|3rd Period}} = Debts older than the previous period. | + | **{{DataValue|3rd Period}} = Debts older than the previous period. |
*Once all these fields are set to your requirements click the {{Button|Print}} button or press {{KeyPress|F2}} to print and the required letters will be printed. | *Once all these fields are set to your requirements click the {{Button|Print}} button or press {{KeyPress|F2}} to print and the required letters will be printed. | ||
=== Selecting which letters to send manually === | === Selecting which letters to send manually === | ||
Go to {{Menu|{{SL}}|Aged Debtor Listing}}. | Go to {{Menu|{{SL}}|Aged Debtor Listing}}. | ||
| − | *Set the range screen as above. | + | *Set the range screen as above. |
* Instead of pressing {{KeyPress|F2}} to print, press {{KeyPress|S-F2}}. | * Instead of pressing {{KeyPress|F2}} to print, press {{KeyPress|S-F2}}. | ||
*This will show you a list of customers that fall into your range and allows you to press the {{Button|1,2,3,4}} buttons at the top of the page against the accounts you require that particular letter for: | *This will show you a list of customers that fall into your range and allows you to press the {{Button|1,2,3,4}} buttons at the top of the page against the accounts you require that particular letter for: | ||
| Line 31: | Line 31: | ||
=== Other Useful Key presses from this screen === | === Other Useful Key presses from this screen === | ||
| − | *Press {{KeyPress|F5}} - Tag an account. | + | *Press {{KeyPress|F5}} - Tag an account. |
*Press {{KeyPress|S-F5}} - Tag all accounts. | *Press {{KeyPress|S-F5}} - Tag all accounts. | ||
*Press {{KeyPress|C-F5}} - Un-Tag all accounts. | *Press {{KeyPress|C-F5}} - Un-Tag all accounts. | ||
== See also == | == See also == | ||
| − | * [[How do I | + | * [[How do I Deal with Debt Chasing?]] |
| − | * [[How do I print an | + | * [[How do I write off bad debts?]] |
| + | * [[How do I print an aged debtor or creditor list?]] | ||
| − | {{KB_Tags| | + | {{KB_Tags|debt chasing, debt, debt chase, chase, chasing, review, contacts, contact, letters, court letter, court, letter}} |
| − | {{KB_SL}} {{ | + | {{How}}{{KB_SL}}{{ZN_Accounts}}{{ZN_Admin}} |
Latest revision as of 13:58, 16 June 2020
Contents
Summary
The following article explains how Platinum can print debt letters of the relevant severity to help you chase outstanding debts.
More Information
Sending Debt Letters Automatically
Go to " Sales Ledger Aged Debtors Listing".
- "Document Type" - Click the drop down box and select 'Warning Letter'.
- "Stationery" - Click the drop down box and select 'Continuous'.
- "From" and "To" - If you wish to send a letter to one account you can specify in these fields or leave them blank for all accounts with a debt.
- "Group" - Should you wish to send letters to customers in one particular account group you can enter this in this field or leave this blank for all customers with a debt.
- "Minimum Debt" - Using this field you can send letters only to customers owing over a certain amount.
- "In Credit" - It is important to set this field to 'No'. This will mean only accounts that owe you money (debts) get letters rather than any you owe money to (Accounts in Credit).
- "Site" - This field allows you to send letters only to customers with debts from one particular site.
- "Debt Period" - This field allows you to set the debt period for which you wish to send letters. The debt periods are as follows:
- 'Current' = Debts in the current month.
- '1st Period' = Debts for last month old.
- '2nd Period' = Debts for the month prior to last month.
- '3rd Period' = Debts older than the previous period.
- Once all these fields are set to your requirements click the [Print] button or press <F2> to print and the required letters will be printed.
Selecting which letters to send manually
Go to " Sales Ledger Aged Debtor Listing".
- Set the range screen as above.
- Instead of pressing <F2> to print, press <Shift+F2>.
- This will show you a list of customers that fall into your range and allows you to press the [1,2,3,4] buttons at the top of the page against the accounts you require that particular letter for:
- 1 = A letter for Debts in the current month - This is a relatively gentle reminder letter prompting the customer to pay in the first instance.
- 2 = A letter for Debts up to one month old - A slightly stronger reminder letter prompting the customer to pay.
- 3 = A letter for Debts up to two months old - A fairly stiff reminder letter prompting the customer to pay as soon as possible.
- 4 = A letter for Debts up to Three months old - A Final Reminder letter prompting the customer that threatens court action if not dealt with within 7 days.
- Once all required accounts are tagged, press the [Print] button or press <F2>. The system will then print the letter that you selected, rather than the one that it thinks you should send! For example, you might have a good customer who is just a bit slow paying this month, and you then send them the gentle reminder letter rather than the stiffer letter.
Other Useful Key presses from this screen
- Press <F5> - Tag an account.
- Press <Shift+F5> - Tag all accounts.
- Press <Ctrl+F5> - Un-Tag all accounts.
See also
- How do I Deal with Debt Chasing?
- How do I write off bad debts?
- How do I print an aged debtor or creditor list?
