: :  Issuing Reminders to the Customer

Printing a dunning letter

  1. From the customer record sheet, go to Edit > Print a Dunning Letter.
  2. Fill in the selection criteria and validate:
  3. Select the document format and validate.

 

Issuing reminders to the customer by e-mail

Outlook must be installed and configured.

  1. From the customer record sheet, go to Edit > Dun the customer by email.
  2. In the e-mail window that opens, indicate the employee as well as the contact recipient of the e-mail.
  3. Select a document template and indicate the mail title, format and attached documents.
  4. Validate.