Send Letters and Emails

Send Letters and Emails action will send follow-up emails, print the letters and set the manual actions per customer, according to the follow-up levels defined.

It will perform checks on all outstanding email and execute the necessary actions according to the company Follow-Up Levels policy.

Click on  to perform the Payment Follow-Up checks.

Once the checks is performed, the system will generate a summary report.


The system has generated the Letters in PDF format. To download or print the Letters, you can click on 

For manual action, go to Accounting -> Payment Follow-Up -> Do Manual Follow-ups , to view the list of outstanding invoice which required manual action.

 

Wong Wai Jeat
Wong Wai Jeat
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Asked on 3/30/15, 3:50 AM
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Asked: 3/30/15, 3:50 AM
Seen: 162 times
Last updated: 3/30/15, 4:09 AM