Reports & Letters
This section manages Letters and Statements sent to your House Accounts as well as Aging Reports on your Accounts.
Letters & Statements:
2.) Auto Past Due Letter to Print
5.) Preview Collection Letters
Aging & Delinquency Reports:
1.) Summary Report
2.) Detailed Report
3.) All House Accounts Summary
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The "Auto Statements to Print" button will display a form that will automatically list the Monthly Statements that are ready to print.
They are triggered to print 16 days before the payment due date.
Step 1: Select the check box next to the letter you would like to print, or select "Check All" and it will automatically select all of them for you.
Step 2: Click "Print Statements" at the bottom of the page.
Auto Past Due Letters to Print
The "Auto Past Due Letters to Print" button will display a form that will automatically list the House Account Customers that are past due and list the appropriate Past Due Letters that are ready to print.
They are triggered at 11-days, 20, 25, 35, 45, 60, and 90 days past due.
Step 1: Select the check box next to the letter you would like to print, or select "Check All" and it will automatically select all of them for you.
Step 2: Click "Print Past Due Letters" at the bottom of the page.
Creating Manual Letters is currently under construction.
Printing Manual Letters is currently under construction.
This form will allow you to view the Collection Letters that are currently in BizTrack.
Here is an example of a Collection Letter:
Here is an example of a House Account Summary Report:
Here is an example of a House Account Summary Detailed Report:
The House Account Summary form will give you an "over-all" look at all of your current House Accounts.
If you would like to print this report, simply press "Filtered Report" at the bottom of the page.
Hint: You can also use "Filters" in this report, to learn how to use Filters in BizTrack Click Here.