Collection letters and automatic distributions to customer

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Posted on by Kristina K

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Hello

I am starting to take a look at collection letters. According to my understanding, it should be possible to set up a collection letter sequence with only 1 collection letter that can be sent to the customer after a predefined grace period. I have now some questions

Can the distribution and posts of only 1 collection letter be done automatically be posted and sent to the customers email?
If the sequence will be for 2 collection letters, ie 30 days and 60 days after invoice date, can then each collection letter be sent out automatically?

I have not been able to find any information about this in Microsoft Learn, but if there exist any link och Youtube recording, I would appreciate to receive this.

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Magno Pereira 2,435 Moderator on at

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Hello Kristina,

You can use the feature, Collections process setup, and Process automation to create and post the collection letters automatically. You can manage both collection letter sequences.

Then, you can have a job printing the collection letter notes and sending them by email. To send them by email, you need to configure the print management destination.

Please let me know if you need more details about each step.

Collections process automation - Finance | Dynamics 365 | Microsoft Learn

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