support  |  log in
learning center  >  ACCOUNTING - UNOFFICIAL ACCOUNTS  >  Late Payment Mgmt

Learning Center

Unofficial Accounts

Late Payment Mgmt

With Late Payment Management, you determine what happens on an account when a payment is not received by the due date. This is a two-step process, first you what action is taken on the account when it is past due by a certain number of days. The following actions are available:

·         Send Reminder Notice

·         Set as Overdue

·         Send Overdue Notice

·         Generate Work Order

·         Set In Paycheckage

·         Set As Current

·         Set as No Subscriber

The second step in the process is to create templates, which is essentially an email sent to the subscriber or other personnel regarding the status of the account. For each action, you can associate a template that is automatically generated by cairs.net when the account becomes overdue. 

Creating a Notice Template

Before creating the notification timing, create the notice template. This allows you to build the notice that is sent to the subscriber at your determined intervals.

1.    Click the Accounting menu.

2.    Within the Navigation pane, click Accounts and then Unofficial Accounts.

3.    There are three ways to manage late payments:

·         Within the tool bar directly the Navigation pane, click the Late Payment Management button.

·         Within the Actions pane, click the Late Payment Management link.

·         Within the account, click the lower half of the Payments button to access a list. From the list, select Late Payment Management.

4.    With either option, the Late Payment Management window opens.

5.    Within the Show ribbon group, click the lower half of the Notice Templates button. From the list, select New Notice Template.

6.    The General-Document Template Editor window opens, allowing you to create the notice sent to subscribers.

7.    Within the General pane, complete the following information:

·         Notice Name – type the notice name to send out. For example: 30 Days Past Due Notice.

·         E-mail Subject – type the e-mail subject.

8.    Within the Document Text pane, type the body of the e-mail. Adjust the font by clicking the appropriate button within the Font ribbon group.

9.    When complete, click Save (to save and stay) to continue working with this template, click Save & New to save the template and refresh the screen to allow you to add another template, or click Save & Close (to save and exit) to return to the Late Payment Management window.

Creating a Notification

You can create several notifications that are e-mailed to the subscriber and/or commanding officer at date intervals for past due payments.

1.     Click the Accounting menu.

2.     Within the Navigation pane, click Accounts and then Unofficial Accounts.

3.     There are two ways to manage late payments:

·         Within the tool bar directly the Navigation pane, click the Late Payment Management button

·         Within the Actions pane, click the Late Payment Management link.

4.   With either option, the Late Payment Management window opens.

5.   Click the line marked with an asterisk (*) to add a new notification. Complete the following fields (required fields are marked with an asterisk (*)):

·         Days Past Due* – type the number of days the bill is past due before this notification is sent

·         Action* – click the drop-down arrow to access a list and from the list, select the action to perform. The following options are available:

·         Send Reminder Notice

·         Set As Overdue

·         Send Overdue Notice

·         Generate Work Order

·         Set In Paycheckage

·         Set As Current

·         Set as no Subscriber

·         Notice Name – click the drop-down arrow to access a list, from the list select the notice name (notice template). If nothing displays within this list, you will need to create a new template. Please refer to Creating a Notice Template.

·         Notice to Commanding Officer – click the drop-down arrow to access a list, from the list select the notice name you want to send to the subscriber’s Commanding Officer.

·         Work Flow Name – click the drop-down arrow to access a list of all workflows. From the list, select the work flow that cairs.net creates when the payment is past due.

·         Description – type a brief description of the notice.

6.   Within the Actions ribbon group, click Save (to save and stay) to continue adding notifications or click Save & Close to return to the Accounts list. 

 

Other Unique Sites

 

Unique.net 

 

Cairs Blog 

 

FTP Site

 

 

                          

 

 

Unique.net Pages

 

Our Products

 

About Us

 

Support

 

Cairs Blog

 

Contact Us

 

Learning Center Pages

 

Learning Center

 

Role-Based Training

 

Training-Courses

Support

 

Contact Us

 

Report a Trouble

 

Request a Feature

 

 

 

© Unique Communication Solutions 2012