7.4.4 How to Stop the Automatic Generation of the Second Reminder Letter

7.4.4 How to Stop the Automatic Generation of the Second Reminder Letter

On occasions you will not wish to automatically generate the second reminder letter for a specific block or unit which would otherwise satisfy the criteria in Step 1:

  • If a complete block is to be excluded from the bulk process (for example if you do not wish to have the debt chased at the current time or if a separate process is being followed) then the block should be marked as ‘Credit Control Batch processing on hold’. This option is available through:
    • Block Area -> Finance -> block finance setup -> service charge / reserve fund schedule collection
  • To exclude a specific unit that already has a Case then the status of the Case should be changed from ‘Unresolved’ to a new status. Some examples are:
    • If the leaseholder contacts you and agrees a payment schedule to clear the outstanding debt then the Case status should be set to ‘Payment Plan’
    • If the leaseholder disputes the charge then the status should be changed to ‘Dispute’.

    • Related Articles

    • 7.4.3 Step 2 – Create Credit Control Reminder Letter 2

      The screen lists all of the units for either ‘All Blocks’ or the particular Block selected where second reminder letters could be raised against them. The column headings are: On the far left is a Checklist box which you select for all Units shown on ...

    • 7.3.4 How to Stop the Automatic Generation of Reminder Letters

      On occasions you will not wish to automatically generate Cases, and reminder letters, for a specific block or unit which would otherwise satisfy the criteria in Step 1: If a complete block is to be excluded from the bulk process then the block should ...

    • 7.4.1 Bulk Processing - Letter 2 Introduction

      The Letter 2 bulk processing facility provides for the automatic generation of a second reminder letter where a first reminder letter has been produced, but no second reminder. (This facility only operates for Service Charge cases.) Access via the ...

    • 7.2.3 Issuing Reminder Letters

      The Credit Control module has the ability to produce standard reminder letters for unpaid service charges and ground rents. The system is capable of producing two reminder letters for service charge cases and one reminder letter for ground rent ...

    • 7.4.2 Step 1 – Select Credit Control Cases for Letter 2 Production

      Accessed via the Workbench -> Credit Control -> Letter 2 Production This only applies to Service Charge cases at the moment. Using the selection criteria, a range of blocks / units is selected for which second reminder letters are to be created: ...