Set up dunning letter mailing for a customer class

1. In the Customer number Class ID field, select the customer for which you want to configure the mailing.
2. Go to the Mailing settings tab.
3. In the Mailings table, click to add a new role.
4. Select DUNNINGLETTER.
5. In the Email account column, select the e-mail account you want to use as your sender address.
6. In the Report column, select the report you want to use to generate the dunning letter document, which will be sent as an attachment.
7. In the Notification template column, select the DunningLetterNotification template, which will be the template for the body of the email.
8. In the Format column, select the attachment format. If the format you specify here is different from a contact’s format preferences, the system will use the contact’s preferences.
9. Select the Active check box for the mailing.
10. In the Recipients table, click to add a new row.
11. In the Contact type column, select Invoicing. In the Customers (AR303000) window on the Invoicing settings tab, you can see the name of the dunning letter recipient in the Attention field.
12. Click .

See: Configure mailing settings for dunning letters for a customer

Related pages

Concepts

• About customer classes

Tasks

• Copy one customer class to a new one
• Use a template to create a new customer class
• Create a customer class
• Create a customer class template
• Edit or delete customer classes
• Set a customer class as default
• Make settings in the Customer classes window
• Set up invoice mailing for a customer class
• Send invoices by email
• Set customer class print and email preferences
• Set up a dunning letter mailing
• Enable or disable write-offs
• Set up mass processing of mailings
• Track customer prepayments

Windows

• Customer classes (AR201000)