Use this task to create templates for the collection letters to use for guarantor and insurance collections.
Step | Instructions | Additional Information | ||
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1 | From the Collection Letters Admin page, click Create. The Collection Page: New page opens. | |||
2 | Enter a Name to identify the collection letter layout. |
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3 | Open the Language field and select the language in which the collection letters will be printed. |
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4 | In the Letter text field, add the text and data fields to include in the collection letter:
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5 | Click Apply. |
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6 | Click Print Preview to preview the letter. |
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7 | Make any necessary adjustments to the letter after previewing it. | |||
8 | Click Save to save and close the page. The collection letter layout is listed on the Collection Letters Admin page. |
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9 | Link the letter to actions for guarantor or insurance collections in the practice configuration. |
The following example shows the layout for a Past Due collection letter.
(Click the image to enlarge.)