Maintain collection letter layouts

IT Manager Practice Admin

Collection Letters are used to generate chaser letters to clients who owe money. It is possible to have different collection letters for different timescales that the fee(s) have been outstanding. The collection letters set here are for use in the Credit Letters option via the Admin menu. They do not relate to the Credit Control menu Dunning Letters.

1. Select Admin > Categories from the menu.

2. Select Special Categories from the list, then select Collection Letter LayoutsCollection Letter Layouts.

3. Click Add (or View/Edit to edit an existing category).

   

4. Complete the required information, then click Save. See the following tables for details.

General

FIELD	DESCRIPTION
Code	A unique alphanumeric code to identify the collection letter.
Description	A description for the collection letter.
Min Days	The minimum number of days that the fee(s) is overdue before this collection letter is generated.
Max Days	The maximum number of days that the fee(s) is overdue for this collection letter to be generated.

Follow Up Details

FIELD	DESCRIPTION
Diarise	Indicates that an event should be created when the collection letter is generated and printed.
Event	The type of event to be created. This list relates to the Credit Control Event Class category.
Follow Up	Create a follow up date for the generated event.
Days	This is linked to the Follow Up and will create the follow up date for the specified number of days.

Letter Text

FIELD	DESCRIPTION
Single Line Header	The header paragraph of a letter where only one fee is outstanding.
Single Line Footer	The footer paragraph of the letter where only one fee is outstanding.
Multi Line Header	The header paragraph of a letter where more than one fee is outstanding.
Multi Line Footer	The footer paragraph of a letter where more than one fee is outstanding.
Statement Message	The text that should appear on the statement relating to this letter.