Generate credit letters
Practice Admin Partners IT Mgr Credit Controllers
You can generate credit letters using a bulk routine.
-
Set the Letter date. This is the cut off date for transactions to be included on the credit letter. This will also be the date that is displayed on the credit letter itself
-
Set the Minimum Amount. This is the minimum debtors’ balance that is to be used when generating the credit letters.
-
Click Generate. This will create the list of letters that are ready for review.