Complete this task to specify which collection letters to include in the search.
Step | Instructions | Additional Information | |
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1 | From the Collection Letters page, click Search. The Search Criteria window opens. |
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2 | Enter the Account ID being searched. | ||
3 | Open the Practice dropdown list and select the practice. |
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4 | Open the Status dropdown list and select an option:
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5 | Open the Collector dropdown list and select the collector assigned to the collection account. |
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6 | Select the date to search on:
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7 | For the selected date, select a timing option:
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8 | In the Guarantor fields, enter the last and first name of the account guarantor. | ||
9 | Click OK. The Search Criteria window closes, and the Collection Letters page refreshes with the list of collection letters that match the search criteria. |
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Not applicable for this topic |