This program provides the facility to automatically generate bad debt letters
for accounts whose debt exceeds the criteria you select. If you are using this
program for the first time or sending a new letter you will first need to create
the template letter to be sent as a Word document. Click here
for instructions
on preparing the debt chasing letters. If you are using an existing letter that
has already been set up continue following the instructions below:
1. Click Gx Sales on the toolbar.
2. Select Reports from the menu.
3. Double-click Send Debt Chasing Letters from the list of reports.
4. Enter the account code range to be included in the bad debt letter
selection process.
5. Choose one of the Sort Report By options if you want to add a rep or area
range to the selection criteria.
6. Select the Overdue Period from the drop-down menu.
7. Enter the Minimum Amount outstanding if you wish to exclude accounts
with smaller debts.
8. Click the file browser icon next to Letter to Send to find your saved letter
(Word document).
9. If you are going to send the debt chasing letters by email, tick the Open
Outlook? check-box. Please contact support is you wish to use this feature in
Power Gx on the Cloud.
10. Click the Ok button.
11. Choose where you want to send the debt chasing letters to. (more
info)
Click here to view the Send Debt Chasing Letters screen.