Question

How to send "dunning letter send by email"

  • 18 September 2021
  • 3 replies
  • 27 views

Userlevel 1
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  • Jr Varsity II
  • 96 replies

Hi All

Currently, we have auto trigger customer statement to customer every month.

For those over due customer , we would like to send reminder and would like to use “dunning letter send by email” May i know how to set for it?

We have “tick” the “ SEND DUNNING LETTER BY EMAIL” what is the next step?

Does it mean system will auto trigger to customer once the invoice is over due?

 

 


3 replies

Userlevel 6
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Hi @erin  I don’t have much knowledge about this but hoping that below articles might help you, hence sharing it here.

 

https://help-2021r1.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=cb6e2f1c-f423-4c7d-8f13-4d9243517d1f

https://help-2021r1.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=fa034fe5-7633-4012-801f-974405be58d7

 

You have to prepare and send the dunning letters same method you use to send out statements.

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I would assume that field just determines if the prepared dunning letter populates on the print/release dunning letters → Email Dunning Letters screen/action. Similar to how statements/invoices work. 

 

If you want it to happen automatically you could set it to an automation schedule.

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