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I'm setting up a Collection letter routine for a customer and I wonder how the payment checkbox in the Generate Collection letter form works? This is all I can find on TechNet regarding this: https://technet.microsoft.com/en-us/library/aa616523.aspx?query=
I would really appreciate an explanation or example of how what happens if the checkbox is selected or not. E.g. will payments show up on the Collection note if selected?
The parameter basically defines whether or not payments, such as prepayments or overpayments made by the customer, shall be included in the collection letter process or not. Most of the customers I worked with tick all of the boxes as they typically want to have invoices and interests calculated included in the dunning letter but credit notes and overpayments not.
Hope this helps,
Do you also know if the prepayments or overpayments will show on the Collection note? Or is this just a criteria when generating the Collection letters?
They will also show up in the collection letter.
Here is an example with the payment checkbox selected
And here the same example with the payment checkbox not selected
Hope this helps.
It did, thanks a lot!
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