Accepting Client Notices
This article is part of the Client Notices section.
Find all related articles here:
Once you are happy that your prelist is correct, you need to accept your Client Notices before you can send out letters.
Change Credit Control Statuses
To change the credit control status as part of the process, select the target status from the 'On Accept, Change Credit Control Statuses' dropdown before accepting your notices.
There is a System Setting called "Stop Client Notice Batch With No CC Status" that will prevent you accepting the batch if a credit control status is not selected.Accepting Client Notices
To accept your Client Notices:
- Click the Accept Notices button.
- You will see a pop-up asking you to confirm you want to accept these notices.
- Click Yes to accept the notice type you have selected in the top filter. This will also apply any Late Payment Fees to the client accounts and update the credit control statuses to the one selected (if applicable).
- The progress bar will allow you to keep track of this stage of the process.
- Click the Show Details button to see which notices have been accepted, and any error messages.
- Once the batch has been accepted, you will see a success window confirming Batch Successfully Completed. The batch number will appear above the prelist grid, next to the New Batch button.
Make a note of your Batch Number – you will need this if you want to reprint your reminders, or reload the batch.
You are now ready to send out your Client Notice letters.
Related Articles
Sending Client Notices
This article is part of the Client Notices section. Find all related articles here: Client Notices Once your notice type has been Accepted and your status has changed, it is time to send out your reminder letters. Sending Client Notices There are 2 ...Client Notices - Debt Recovery
This article is part of the Client Notices section. Find all related articles here: Client Notices Send to Solicitor If your clients are unwilling or unable to pay, then you may wish to send individual copies of notices to your solicitor. To do this: ...Client Notices - Getting Started
This article is part of the Client Notices section. Find all related articles here: Client Notices Overview Client Notices are a workflow to chase up debt. Client Notices can be set up with as many stages as required but a typical model has 3 ...Client Notices - Reporting
The article is part of the Client Notices section. Find all related articles here: Client Notices There are several ways you can manage and report on your Client Notices process. Reports If you don’t have a Debt Recovery Report set up to use in the ...Client Notices - Filtering the Prelist
This article is part of the Client Notices section. Find all related articles here: Client Notices Before you can send reminder letters, you will need to select which clients to send them to. Follow the steps in this article to filter your prelist ...