Customer Correspondence
Regular correspondence is an effective way to create and maintain good relationships with your customers. Receivables provides three ways to correspond with your customers: printing account statements, printing dunning letters, and making customer calls.
Receivables lets you view all previous customer correspondence in the Correspondence window. You can view all previous contact with your customers, including dunning letters, customer calls, and account statements in this window.
Prerequisites
To view previous customer correspondence:
1. Navigate to the Correspondence window.
2. To limit your display to only certain accounts, enter selection criteria. For example, enter a Collector name, or a range of Call Actions, Follow-Up Dates, Customer Names, or Transaction Numbers to select only those accounts. Leave a field blank if you do not want to limit the search to accounts matching that criteria.
To view a list of statements generated for a customer, select the account, then open the Statements alternative region.
To view dunning letters sent to a customer, select the account, then open the Dunning Letters alternative region.
Suggestion: You can navigate to the Record a Call window by selecting an item and then choosing Call. You can view details for an account by selecting an item and then choosing Account Details.
See Also
Reviewing Customer Accounts
Customer Calls
Past Due Invoice Report
Receivables Collection Reports
Printing Dunning Letters
Printing Statements
Assign profile classes to customers