Credit Managers' Digital Empowerment
EN
Brazilian
Chinese (Simplified)
Croatian
Deutsch
Dutch
English
Español
Français
Italiano
Japanese
Polski
Português
Romanian
Swedish
Turkish
Login
Demo
EN
Brazilian
Chinese (Simplified)
Croatian
Deutsch
Dutch
English
Español
Français
Italiano
Japanese
Polski
Português
Romanian
Swedish
Turkish
Home
Challenges
Digitize customer relation
Improve cash and DSO
Manage customer risk
Consolidate your Group data
AI and Data Security
Outstanding receivables: challenges and definition
Smart Upload AI
Setup
References
Services
Onboarding
Training
Resources
Pricing
News
All news
My DSO news
Case studies
Credit Management Blog
Company
About us
CSR (Corporate Social Responsability)
Demo
Login
Subscription
Online help
Help
Various questions
Definitions
Tips
Search
If you have questions, contact us
How to create a dunning action with only selected items of customer account?
In some cases, it may be necessary to
include only some items
of customer account in your collection document (email, mail...).
To do so, go to the customer sheet and click the button "
New action (out of
collection scenario
)
", then "
Create a
specific action
" :
Select the items you want in your collection document and click « Next » :
If your customer account has a large number of transactions, it is preferable to carry out an advanced search to filter the transactions according to the desired criteria
.
Select the filtered transactions and click on the button
to create a
specific action
(no need to qualify items with a
status
, just click « Next »).
Create your collection action (action type, date...) using
#Hashtag
dedicated to this type of action:
#items_amount_selected
: displays the amount of the selected items.
#items_amount_selected_include_late_penalties
: calculates the
total receivable
amount including
late payment penalties
and/or
recovery cost
of
selected
items (if enabled in the customer record)
#items_amount_selected_late_penalties
: calculates the total
late payment penalties
and/or
recovery cost
of
selected
items (if enabled in the customer record)
#items_list_selected
: displays a
state
ment that includes only the
selected
items.
Make an preview and validate, your
specific action
including only selected items is created. You can send it now or later.
You can visualize in one click items attached to your
specific action
:
It is possible to retrieve the content of an existing action to avoid having to create from scratch your email, or postmail. It is therefore particularly interesting to create in
Settings
a
collection scenario
dedicated to create templates for
specific action
including above
#Hashtag
.
Tips :
Note that there are pre-defined templates in
Settings / Manage
collection scenarios
that you can retrieve and use.
← Back
: Online help » Various questions
OK