Before you create a collection letter, you must create a collection letter sequence and attach it to a customer's posting profile. For more information about collection letter sequences, see Set up a collection letter sequence.

Attach a collection letter sequence to a customer's posting profile

  1. Click > > .

  2. Select one of the posting profiles that are used for customers.

  3. On the tab, select the check box.

  4. On the tab, select a for the account type to which this customer belongs.

Create a collection letter

  1. Click > > > .

  2. In the section, define the kind of transaction for which you want to create collection letter proposal lines. You can also indicate the type and date of the collection letter, and whether all customer accounts (each with their own specific posting profiles) or only customer accounts with a particular posting profile should be included in the periodic job.

    When you click OK, lines that are proposals for collection letters are automatically created in the form.

  3. Click > > > .

  4. Edit the proposal lines in this form, and then cancel, print, or post the proposal lines as appropriate.

    Note Note

    To view created, canceled, and posted collection letters, click > > > .

See Also