These are the standard letters chasing clients requesting payment before legal proceedings are started.
To create the letters:
Got to Utilities / Document/Agenda Setup, expand the Document Production folder and highlight Document Templates.
Right-click on the right-hand side of the screen and choose Add new PMS Document Template
In the Code field enter a unique reference e.g. “CCL1” for Cash Collection Letter 1
In the Description field enter descriptive text e.g. “Cash Collection Letter 1”
Use the Application drop-down and select Cash Collection
Click OK
The template appears in Word. In Word 2007, click on the Add-Ins ribbon tab and select IRIS Menus to display the Field Code Selector.
In the Field Code Selector, expand the Merge Fields node. Expand the Matter Related folder then Cash Collection.
Drag the required fields into your letter.
When you have finished, click Close in Word and click OK to save your changes to the template.
The merge fields available are:
|
Field |
Description |
|---|---|
|
Bill Ref |
From the bill posting |
|
Bill Date |
From the bill posting |
|
Outstanding Bills Amount |
The amount outstanding |
|
Bill Mat Ref. |
The matter reference for this bill |
|
Bill Payer Act Due |
The date the current action was due |
|
Bill Payer Last Chased |
The date the last chase was performed (allowing text such as “further to our letter of xx/xx/xx”) |
|
Cash Coll. Act. Description |
The description of the current cash collection action being performed |
|
Cash Coll. Description |
The description of the overall cash collection procedure |
|
Cash Coll. Address Line 1 |
Individual address elements: |
|
Cash Coll. Address Line 2 |
|
|
Cash Coll. Address Line 3 |
|
|
Cash Coll. Address Town |
|
|
Cash Coll. Address Post Code |
|
|
Cash Coll. Address County |
|
|
Cash Coll. Address DX Town |
|
|
Cash Coll. Address DX |
|
|
Cash Coll. Address Country |
|
|
Cash Coll. Address OrgName |
|
|
Cash Coll. Address Dept |
|
|
Cash Coll. Address Po. Box |
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|
Cash Coll. Address Sub Bldg |
|
|
Cash Coll. Address Street No |
|
|
Cash Coll. Address House Name |
|
|
Cash Coll. Address Dep Locality |
|
|
Cash Coll. Email Address |
The debtor’s email |
|
Cash Coll. Mobile Number |
The debtor’s mobile telephone number |
|
Cash Coll. Address Block |
Composite address block, rather than each element above being required |