Difference between revisions of "How do I Send Debt Chasing Letters?"
From Catalyst
(→See also) |
|||
| Line 34: | Line 34: | ||
*Press {{KeyPress|C+F5}} - Un-Tag all accounts. | *Press {{KeyPress|C+F5}} - Un-Tag all accounts. | ||
| − | == See | + | == See Also == |
| − | *[[How do I Write Off Bad Debts?]] | + | * [[How do I Write Off Bad Debts?]] |
| − | *[[How do I print an Aged Debtor or Creditor List?]] | + | * [[How do I print an Aged Debtor or Creditor List?]] |
{{KB_Tags|Debt Chasing, Debt, Debt Chase, Chase, chasing, review, contacts, Contact, letters, court letter, court, letter}} | {{KB_Tags|Debt Chasing, Debt, Debt Chase, Chase, chasing, review, contacts, Contact, letters, court letter, court, letter}} | ||
{{KB_SL}} {{ZN_Admin}} {{ZN_Accounts}} | {{KB_SL}} {{ZN_Admin}} {{ZN_Accounts}} | ||
Revision as of 15:16, 27 September 2013
Contents
Summary
The following article explains 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 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 Debt Chasing".
- 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 <S+F5> - Tag all accounts.
- Press <C+F5> - Un-Tag all accounts.
See Also
