At the end of each month, you may want to print Collection Letters to encourage prompt payment.
| Billing Period From/Thru | Date range for which the Collection Letters should summarize activity. Activity after the Thru date will not be shown on the Collection Letter.
Note: Thru date must be a Month-Ending date. |
| Letter Date | Date the Collection Letters were printed/mailed. This is normally the current date or the end of the month. |
| Minimum Balance | Minimum Customer Balance for which to print a statement. Customers with a balance less than this amount will not receive a Statement. If you want to print a Statement for all customers who have activity during the period, set this to zero.
Note: Customer Balance is the amount for which the customer is responsible for. It does not include any amounts which are currently the responsibility of an Insurance Payor. |
| From Minimum/
Thru Maximum |
Range of the number of days for which to print the Collection Letter.
TIP: Watch the From/Thru dates to make sure this corresponds to the dates your expect. The number of days will change depending on the number of days in each month. |
| Collection Letter to Send | The Collection Letter to print. Normally you will have a Letter1, Letter2 and Letter3 progressing from “Pleasant”, “Menacing” to “Demanding” which you will send when the Customer has made no payment in 30, 60 or 90 days respectively. |
Note: When you finish printing, the system will ask “Collection Letters printed correctly?” If yes, the system will record a comment in each Customers record confirming it was printed.
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