Running the collection letter batch

Use the Collection Letter Batch page to generate, print, or email the collection letters for multiple A/R accounts. You can select the accounts manually that you want to process or based on parameters the system determines the accounts that must be processed. You can individually edit the collection letters before printing or emailing the letters to the customer after the letters are generated based on a template.

To run the collection letter batch:

  1. Select Accounts Receivable > Collection Letter Batch .
  2. Specify the template that you want to use to generate the collection letters.
  3. Click Generate Letters. The system uses the selected template to generate a new collection letter for each account in the list.
    Note: 
    • When the template is Invoice Tag then the application prints only the open invoices, that are to be paid.
    • Select the Account Currency check box to print the amount foreign currency.
  4. Alternatively, you can use the Action > Select Accounts to select the A/R accounts for which you want to generate the collection letters.