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Collection letter documents

305 views 9 September 2019 9 September 2019
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September 9th, 2019

In this post, you’ll be able to read and learn about the different collection letter documents that Uniconta offers through the Report Generator.

Reminder/Collection letter (currency)

A reminder/collection letter is used to notify the customer (the debtor) that there is an outgoing balance for a received item/service.

In Uniconta, two different reminders/collection letters can be created: Collection letter and Collection letter (currency). The difference between the two is minimal since the currency included is intended for reminders/collection letters to be issued to foreign customers where the currency is different from their own. For creating reminders/collection letters go to Tools/Report Generator/Reports and select either “Collection” or “Collection (currency)“:

Hereafter you can click on “Add report” which opens the designer with a standard Uniconta template inside:

The report is used in Customer/Reports/Interest and collection letter:

Here, a Collection letter fee is added to an invoice, and then we can send the custom collection letter as an email to the debtor:

Read more about interest and reminder here: https://www.uniconta.com/unipedia-global/interest-and-collection-letter/

Interest note (Currency)

An interest note is used when an interest is calculated and posted to a customer.

In Uniconta, two different interest notes can be created: Interest note and Interest note (Currency). The difference between the two is minimal since the currency included is intended for the interest note to be issued to foreign customers, where the currency is different from its own.

In the same way as the collection letters, we find the interest documents under the Tools/Report Generator/Reports and then either by choosing “Interest note” or “Interest note (Currency)“:

Then click on “Add report” and the designer will open with a standard Uniconta template inside (eg. with Interest note (Currency)):

The report is used in Customer/Reports/Interest and collection letter:

By clicking “Add Interest“, we may attribute an interest rate on a particular invoice and send it off as an Interest note by e-mail:

Read more about interest notes and collection letters here: https://www.uniconta.com/unipedia-global/interest-and-collection-letter/

Layout groups

To use your new special reports, these must be assigned to a layout group. The layout groups are used to specify the invoice layout, bank accounts, and e-mails to be used on the individual customer.

Read more about it here: https://www.uniconta.com/unipedia-global/layout-groups/

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