See the Document Processing page for details of how to use this function.
| Purpose & Benefits |
|---|
| This function also allows you to keep your customers informed of what they owe you. Letter content can be based on how old the debt(s) are and also help the customer realise the consequence(s) of non-payment. |
On opening the form, available Filters are displayed in the top third of the screen. The centre third shows (ALL) Customers with outstanding balances. The bottom third of the screen contains options for what to do with the Letters. Letters use the default Overdue Letter template – this can be changed in Document Templates (021). The template also contains formulae that denote what the letter contents are.
You use the filters at the top to choose which customers are sent Letters.
- Set the filters in the top 3rd of the screen appropriately. If you want to create letters for all debtors, leave the range as it appears by default.
- Tick (or untick) the Process box next to each Customer to denote whether the Customer is to get a letter or not.
- Finally, set the Letter options at the bottom appropriately – if generating PDF files an additional option exists to generate Separate documents (rather than 1 file potentially containing hundreds of pages).
- Click Process button.
Settings
It has it’s own set of settings in program 0.1.1 which allow you to set the default values of many of the Report Options (for example – always set the default Send To value to PDF, saving a copy of the document produced to a specific folder on your server computer rather than the default TASBooks data folder).
