ID213

AR Collection letter with past due bucket Amounts (First & Second Notice)

Output Type: Email

This is a collection letter/email to send to customers with past due balances. The alert will first select customers that have an AR Contact record associated with the account and that contact preferred method is email. Then for all other past due accounts (no AR contact or AR Contact preferred contact method is not email) the alert will then forward a pdf file to be printed and mailed to customer. You should indicate in the default message block below the verbiage you would like us to include in the email. Also this alert is set to run on the 1st and the 16th of each month but it will only send one ministatement per emailed customer per cycle. So if a customer is past due on the 1st and again on the 16th, they will only receive the alert on the 1st. If they are still past due on the NEXT 1st of the month they will get a new email. Add alert ID387 to catch missing AR contact. (See additional 5 cloned outputs ID224,226,229,236,238 to use for different branches, so each branch can have their own settings, verbiage, contact details).

If you create a generic 'employee' record for each branch(s) AR dept (for example...MainBranchAR as employee name, the branches collection phone/ext,  and ar@yourcompanyname.com as the email address) , then the letter will use that 'contact' as the phone# and email address in the body of the letter as 'please contact us ' section .  This way the letter will be dynamic based upon how you have your branches setup.  The letter uses the 'ARBranch' assigned to the branch as the Remittance information and ardept contact (the employee record you create and assign to the ARBranch as the AR Agent).

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