Collection letters – Residential Care services

Navigate to: Credit and collections > Collection letter

1. Select ‘Create Residential care collection letters’.
2. Populate the collection letter date.
3. Select the billing account name and legal entity for branding.
4. Click on Filter to specify customer or other criteria if required.
5. Click on Ok to create the residential care collection letters.
6. Go to ‘Review and process collection letters’.
7. Filter on Collection letter type = Residential care.
8. Validate the collection letter code.
9. To print the selected letter, go to PrintCollection letter note.
10. Validate the details on the letter and email.
11. Go to ‘Post collection letters’.
12. Populate the posting date and click on Filter to specify any additional criteria if required.
13. Click OK to update the collection letter status to posted.
14. Repeat the process; the next collection letter code will be generated as per the setup in the relevant collection letter sequence.

Collection letters – Community care

Navigate to: Credit and collections > Collection letter

1. Select ‘Create community care collection letters’.
2. Populate the collection letter date.
3. Select the billing account name and legal entity for branding.
4. Click on Filter to specify customer or other criteria if required.
5. Click on Ok to create the community care collection letters.
6. Go to ‘Review and process collection letters’.
7. Filter on Collection letter type = community care.
8. Validate the collection letter code.
9. To print the selected letter, go to PrintCollection letter note.
10. Validate the details on the letter and email.
11. Go to ‘Post collection letters’.
12. Populate the posting date and click on Filter to specify any additional criteria if required.
13. Click OK to update the collection letter status to posted.
14. Repeat the process; the next collection letter code will be generated as per the setup in the relevant collection letter sequence.