After you have set up collection letters in the form ( > > > ), you can select options to control how collection letters are posted and printed.
You can select the type of collection letters that are posted and printed in the field in the form.
You can select to update the collection letter code after printing or posting, depending on the selection that you make in the field in the form. For example, suppose your company has three different letters that you can send to a customer, and you have selected . After you print the first collection letter, the second collection letter will be printed the next time that you print a collection letter for the same customer.
Specify when
collection letters are posted
-
On the tab in the list, select or .
-
– The collection journal is updated to the next step during posting.
Note
If you select this option and you also select in the field in the form, only one collection letter is created and posted for the customer. The collection letter includes all overdue invoices.
-
– The collection journal is updated to the next step when you print a collection letter.
For more information, see the description of the field in Accounts receivable parameters (form).
-
Specify how
collection letters are printed
-
Select a collection letter option in the field.
Select to print only one collection letter for the customer, regardless of the number of collection letter codes that apply to the customer. The text in the letter is displayed from the highest collection letter code that applies to the open transactions of the customer.
Select to print all collection letters for the customer.
Select any of the other options to print the corresponding collection letter.
You can set up collection letter codes in the form. For more information, refer to Collection letter (form).
