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’.