Create dunning notic layouts

Practice Admin Partners IT Mgr Credit Controllers

You can generate, review or print dunning notic from the Data Maintenance section within the Admin menu. The creation of the dunning notic layouts is done in categories.

Create dunning notic layouts

Collection Letters are used to generate automated letters to clients who owe money. There may be different collection letters for different timescales that the bill(s) have been outstanding.

1. Go to the Admin menu and select Categories.

2. Click Add New and enter the following information: 

   FIELD	DESCRIPTION
   Min Days	The minimum number of days that the bill(s) is overdue before this collection notice is generated.
   Max Days	The maximum number of days that the bill(s) is overdue for this collection notice to be generated.
   Diarise	Indicates that an event should be created.
   Event	The type of event to be created.
   Follow Up	Create a follow up message for the generated event.
   Days	This is linked to the Follow Up and will create the follow up message after the specified number of days.
   notice Text
   Single Line Header	The header paragraph of a notice where only one bill is outstanding.
   Single Line Footer	The footer paragraph of the notice where only one bill is outstanding.
   Multi Line Header	The header paragraph of a notice where more than one bill is outstanding.
   Multi Line Footer	The footer paragraph of a notice where more than one bill is outstanding.
   Statement Message	The text that should appear on the statement relating to this notice.

3. Once the layouts have been created, the dunning notic can be generated.