Collection Letters

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Posted on by NC-18121538-0

Have a quick question - when a collection letter is triggered from a past due invoice, does it also list ALL other past due invoices? Say there are two that are 60 days past due, and a new invoice hits 30 days past due and a collection letter is sent - will that letter include all three past due invoices or just the 30 day pasts due invoice that triggered the letter?

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Dynamics 365 Finance

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Alireza Eshaghzadeh 14,608 Super User 2025 Season 2 on at

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Collection Letters

Hi,
All past-due invoices will be included in the same pool when running the collection letter—for example, Collection Letter 1, where all past-due invoices will receive this collection letter code if all have "None" as collection letter code.

However, if other past-due invoices are already posted with Collection Letter 1, you will need to run Collection Letter 2 to include them in a new collection letter.

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André Arnaud de Cal... 297,200 Super User 2025 Season 2 on at

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Collection Letters

Hi NC,

It is based on setup. You can choose to send different letters per transaction level or one per customer including all due invoices. See also the documentation: Process collection letters - Finance | Dynamics 365 | Microsoft Learn

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