Sending Individual Collection Letters
You can also choose to send out individual collection letters with details of an overdue invoice.
First, you create and upload the template you want to use for the collection letter. For more information, see Working with Email Templates.
You can include transaction CRMSDK tags in the text of your template that refer to specific fields in the transaction. For collection letters, the following CRMSDK tags might be useful:
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NLTRANID – replaced with the transaction number
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NLTRANDATE – replaced with the transaction date
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NLTOTAL – replaced with the total
For a complete list of CRMSDK tags that reference transactions, see CRMSDK Tags for Transactions.
Next, navigate to the overdue invoice to send the message.
To send an individual collection letter:
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View the overdue invoice.
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Click the Communication subtab.
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Click the button for the type of message you want to send.
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In the message window, click the Message subtab.
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Select the collections letter template in the Template field.
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Click Merge & Send.
This message is saved on the Messages subtab of the invoice, giving you a record of the communication.