How to Generate and Send Correspondence for Invoice Action Items

Procedure

To generate or send correspondence for print, e-mail, or fax action items for invoices:

1. Access the collection activities. How?
   The Collection Activity screen appears.

2. Locate action items for correspondence messages, and select the check boxes for these actions.

Note: The Action Item column identifies the action to be taken. You can select action items from multiple pages.

3. Do one of the following:

•  A confirmation message that includes a link to see details for the invoices included in the message appears under the Search Results heading at the top of the screen.

• The message is generate or sent and an invoice note is added for each invoice included in a message. The note gives the template name, date generated or sent, recipient's e-mail address, and the name of the user who generated or sent the message.

4.  Click the link to see details for the invoices included in the messages.

4. A pop-up window shows:

• the messages that were sent.

• the invoices that were included in each message.

• any errors that occurred.

• The messages appear in the Correspondence Queue for the customer. From the Correspondence Queue, you can review and edit the generated messages, and view the sent messages.