You can opt to include customer statements and invoices with dunning letters when building dunning template records. Dunning letters are sent as one email message with attachments.
The system stores the attachments with the dunning letter when you print it in the same file cabinet folder.
The following choices are available on the Dunning Template page:
Attach Statement – Check this box if you want to attach a customer statement to each dunning letter
that uses the dunning template.
When the Attach Statement box is checked, the following additional options become available:
- Only Open Transactions on the Statement – Check this box if you want to include only open
transactions on the customer statement.
- Custom Statement Form – Select a custom statement form to use for generating the statement.
If you leave this field blank, the statement will be generated using the system-preferred statement
form and the layout specified on the custom form.
- Statement Start Date – Enter the number of days relative to the day of dunning evaluation, when
the coverage of the statement will start.
- Statement Date – The date on that day will be the Statement Date indicated on the statement to be attached to the dunning letter.
Attach Copies of Invoices – Check this box if you want to attach copies of invoices to each dunning
letter that uses the dunning template. Attached copies of invoices are generated using the layout
specified on the transaction form.
Only overdue Invoice: Check this box for sharing only overdue invoice copy along with the dunning letter.