DSM Instructional – Sending Collection Letters

 

These instructions cover sending collection letters using DSM.

Go to Billing > Send Collection Letters.  You will see the following screen:

By Default, the screen will show NOTHING on the right hand side.  You MUST select a few criteria on the left hand side to determine who to send collection letters to.

For this example, we have chosen any customer that has never received even the 1^st collection letter.  Then we click REFRESH LIST.  Once we’ve done this, our customers that have never received any letter will show up on the right. 

With a client shown, then you choose which letter to send, then click SEND LETTER.

 

Clicking SEND LETTER will show the following:

This screen is designed so you can choose which invoices to include on the collection letter.  By default, it will contain anything that falls within the criteria you chose earlier.

You have numerous options here as well as the ability to see the invoices in question or the account details at the top.

 

Sending this collection letter will then print  as shown below:

 

Once completed, the same screen will show letters generated today.

 

Further, this collection letter will now show up under the clients collections info tab in their financial history screens as seen here:

 

Alternately, you can use the following process to see your outstanding balances prior to sending collection lettersl.

Go to Reports > Accounting Reports > Outstanding balances.  You will see this screen:

For this example, we’ll simply click OK and we’ll see who we have outstanding:

 

 

 

 

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