Difference between revisions of "How do I Send Debt Chasing Letters?"
From Catalyst
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**{{DataValue|2nd Period}} = Debts upto two months old. | **{{DataValue|2nd Period}} = Debts upto two months old. | ||
**{{DataValue|3rd Period}} = Debts 3 months old Plus. | **{{DataValue|3rd Period}} = Debts 3 months old Plus. | ||
| − | *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 print off. | + | *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 print off. |
== Selecting which letters to send Manually == | == Selecting which letters to send Manually == | ||
Revision as of 12:14, 26 October 2011
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Contents
Summary
The following article talks you through how Platinum can print debt letters of the relevant severity to help you chase outstanding debts.
Sending Debt Letters Automatically
Go to " Sales Ledger Aged Debt Chasing".
- "Document Type" - Click this drop down box and select 'Warning Letter'.
- "Stationary" - Click on drop down 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" -By using this field you can set the system to only send letters over a certain amount.
- "In Credit" - It is important to set the this field to 'No'. This will mean only accounts owe you money (debts) get letters rather than any you owe money to (Accounts in Credit).
- "Site" - This field allows you to only send letters to customers with debts with you from one particular site.
- "Debt Period" - Finally this field allows you to set which debt period you wish to send letters for the debt periods are as follows:
- 'Current' = Debts in the current Financial Period.
- '1st Period' = Debts upto one month old.
- '2nd Period' = Debts upto two months old.
- '3rd Period' = Debts 3 months old Plus.
- Once all these fields are set to your requirements click the [Print] Button or press <F2> to print and the required letters will print off.
Selecting which letters to send Manually
Go to " Sales Ledger Aged Debt Chasing".
- Setup the range screen exactly the same as above. Once done, at the point where you would normally press <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 Financial Period - 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 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>.
Other Useful Key presses from this screen
- Press <F5> - Tag and account.
- Press <S+F5> - Tag all accounts.
- Press <C+F5> - Un-Tag all accounts.
See also
