Collection Letters
Review collection activity that has already occurred, to edit a particular collection letter before it is printed, or to access the standard letters for each Stage.
This section is normally used for reviewing activity, but it is possible to manually add a collection record if desired. Normally, however, these records are created for you automatically as you work from the Select Invoices section.
Note that there are two memos attached to this screen. The Letter memo (accessible via the Edit Letter button) is used to edit the generic collection letter, while the Response memo holds client comments or actions since the letter was sent. To access the Response memo, press Alt+E or select the Edit Response button, then type the response in the memo box that appears.
Label | Description |
---|---|
Invoice # | The invoice to which this activity applies. |
Date | The date the record was created. Typically this is also the date the letter was sent. |
Stage | The field links to a database of standard letters, one for each stage of collection activity that is normal for your facility. |
Staff ID | The person who handled this stage of the collection. |
Comment | Enter any comment about this particular record. |
Edit Letter | Access the wording for this particular letter. Should be used if you want to modify the letter before it is mailed. |
Edit Response | Indicate the response from the customer, if any. |