Page 3 - How do I Create Follow Up Letters
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Creating Follow Up Letters
6. Enter a Contact ID. The customer email and telephone automatically populates.
7. * Enter Comments. This text will not appear on the letter to the customer.
8. Click the Save button.
Referencing an Item
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1. Click the References tab to specify the receivable that requires follow up.
2. Click the Look up Qualifier icon and select a qualifier (Invoice, Item, etc.).
3. Click the Look Up Reference ID icon to enter the ID number of the qualifier.
4. Enter the Business Unit.
5. Enter the Customer ID.
6. Click the Plus button to add another row if needed.
7. Click the Save button.
View and Print a Follow Up Letter
If the customer has opted for email delivery, the process automatically sends the letter via email during
nightly batch processing. If the customer has opted for standard mail, you can view and print the letter from
the Report Manager, and then send the letter to the customer.
Navigation
Navigator > Reporting Tools > Report Manager
Page 3 of 7
Emory Confidential and Proprietary Last Revised on 2/7/2018 Return to Table of Contents
