Review credit letters

Practice Admin Partners IT Mgr Credit Controllers

Credit letters can only be reviewed through the Generate Credit Letters page. The Current Status indicates the number of letters that have been reviewed and the number of letters that are to be sent.

1. Click Review to access the Credit Letter Review page.

2. By default all clients where a credit letter is to be sent will be selected with a green tick. This is determined by a tick box on the client’s DRS/Collection page. Deselect the credit letters that are not to be sent and click Approve. A confirmation box will appear asking if you are happy for the selected letters to be sent.

3. Click OK to proceed or Cancel to return to the Credit Letter Review page.