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385We want every collection letter sent to a customer to list all their unpaid invoices — not just the invoices that newly qualify for that particular collection run.
Current behavior:
Each letter shows only the newly-qualifying invoices, the customer never sees their full outstanding position in one communication. For example:
One email tells the customer that 3 invoices are pending.
Two weeks later, another email tells them only 2 invoices (as only those are picked in collection letter based on the sequence codes assigned) are pending — even though nothing has been paid.
This makes the outstanding look smaller than it actually is, and the customer may deprioritise or ignore the older unpaid invoices.
What we want
When a collection letter is generated, it should communicate all previously due and still-unpaid invoices for that customer, not just the ones qualifying in the current run.
Example: if a letter is generated on 10-Sep and picks 2 invoices, we also want it to show that older invoices are still pending — so the customer sees the complete outstanding in a single letter.
Question:
Is this achievable through standard Collections configuration (collection letter setup, sequence, or the letter print/print-management options)? Or does this require a customization? If anyone has handled a similar "show all open invoices on every collection letter" requirement, I'd appreciate guidance on the approach.
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