Maintain Letter Defaults

Use the Letter Defaults tab to specify the default letter to generate for specific transactions. You generate letters using Letter Console. For more information about Letter Console, see the Letter Console documentation.

To maintain letter defaults

1. In the Navigation pane, click System Codes and Settings > Accounts > System Configuration.

2. Click the Edit icon and then click the Letter Defaults tab.

Reminder Letter: Letter to remind customers of their payment promise due date and amount due. Latitude generates this letter when a user adds a promise to an account.

Post Dated Check Notice: Letter to notify the customer of the deposit date. Latitude generates this letter when a user adds a post-dated check or credit card payment to an account.

Broken Promise: Letter to notify the customer that the date they promised to pay has passed. Latitude generates this letter when a promise becomes past due without receiving a payment.

3. Complete the information and then click Save.

Related Topics

Search for a Permission or System Code

System Configuration