Aturian allows you to automate collection letters and customer statements on regular intervals.
- Click on Manage Customer
In the main navigation menu, select the Customer module and click on "Manage Customer".
- Click on Customer Profile
Select the customer from the customer list, then in the upper black ribbon menu click on "Manage" and select "Customer Profile".
- Order Status
In the "Order Status" tab, select when to place orders on hold and enter Aturian user names for notifications. Then, click save.
- Dunning Letter
Select the "Dunning Letter" tab. Here you can schedule when to send the dunning letters and the dunning letter format. To edit the dunning letter, click on "edit". Then, click the check box "Send Automatic Dunning". Click save.
- Customer Statement
Schedule the customer statement and whether to include/ exclude credits or prebills. Then, click save.
