Prepare
Each month we prepare and send out dunning letters to our customers. It's very important to wait 30+ days from the last time they were emailed, or you will not get the correct list of past-due accounts. In Acumatica, go to Receivables and click on Prepare Dunning Letters. Make sure the Company shows GRMST - VisualVault, LLC and the Date is the present day. Click on the Filter icon and select the VV option from the drop-down. Hit Apply:
Process
Before processing the letters you want to verify the data returned looks accurate. Click the Export icon, then open the file. Check the total number of accounts to see if it shows a reasonable amount. For example, if you had 200 accounts last month, and 20 accounts this month it is probably incorrect. **You will need to research why there is a big difference**
Next you click on the Process All button:
Go back to Receivables and select Print/Release Dunning Letters. In the Action drop-down, leave it as Print Dunning Letter. Then put in the Start/End date and check Show All. Select one customer by checking the box and hit Process. This will bring up the letter first for you to review. You will verify the details are accurate before sending:
In the Action drop-down box, change the Print Dunning Letter to Email Dunning Letter. Next, select the Process All button:
