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: : Issuing Reminders to the Customer
Printing a dunning letter
- From the customer record sheet, go to Edit > Print a Dunning Letter.
- Fill in the selection criteria and validate:
- Select the document format and validate.
Issuing reminders to the customer by e-mail
Outlook must be installed and configured.
- From the customer record sheet, go to Edit > Dun the customer by email.
- In the e-mail window that opens, indicate the employee as well as the contact recipient of the e-mail.
- Select a document template and indicate the mail title, format and attached documents.
- Validate.
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