Hi @Syed Haris Shah - Thanks for your reply. But I have customer selected in the parameters highlighted above.
The collection letters are generated correctly but I want to ensure that the invoices for which the collection letter was generated earlier but not in the current run should also be a part of the collection letter. Here is the detailed scenario for your reference:
I am putting up a scenario below for further understanding and our exact requirement. Feel free to correct if my understanding is incorrect.
It would be great if you could let us know if that is achievable with standard functionality or needs a customization.
Invoice generated as below:
Invoice | Due date |
INV001 | 1-Aug |
INV002 | 10-Aug |
INV003 | 20-Aug |
INV004 | 1-Sep |
Collection letter sequence code as per our configuration:
Collection letter generation and posting:
Collection letter generation date | Invoice | Collection letter code | Comments |
2-Aug | INV001 | Collection letter 1 | As INV001 was due on 1-Aug |
9-Aug | No invoice picked | | As INV001 was already generated and waiting to fall in Collection letter 2 and other invoices are not yet due. |
16-Aug | INV001 | Collection letter 2 | As INV001 is past 15 days after generating Collection letter 1, it is picked and assigned with Collection letter 2. |
INV002 | Collection letter 1 | As INV002 was due on 10-Aug and picked and assigned with Collection letter 1. |
23-Aug | INV003 | Collection letter 1 | As INV001 and INV002 are waiting to fall in next collection sequence, they are not picked. INV003 is picked as it was due on 20-Aug and assigned with Collection letter 3. |
30-Aug | No invoice picked | | As none of the invoices are completing their next due date after last posting, they are not picked. |
Business requirement:
Whenever a new collection letter is generated for any customer, all previously due invoices should go to the customer in that email.
E.g., if the collection letter is generated on 10-Sep, INV002 and INV003 will be picked. But we want the collection letter to communicate that INV001 has been pending as well.
In the current process, the customer is not being informed about all the invoices that are pending.
In one email, he is informed that 3 invoices are pending, and in another email sent after 2 weeks, he is informed that only 2 are pending, even when nothing has been settled.
This creates an impression that the outstanding is lower, and the customer might ignore the payment for the other invoices.
Please could you please let us know if this is achievable.
