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?
+19
Hi
You have to prepare and send the dunning letters same method you use to send out statements.
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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