Forums/Pastel Accounting/Pastel Partner and Pastel Xpress

Print Letters for overdue customers

Steve K
posted this on January 20, 2011 14:27

This is how to printing letters for overdue customers.

Click View > Customers > Monthly Periodic > Print letters.

Pastel Print Letters in the following way:

You can select to print letters for the following terms:
a) 30 Days Onwards
b) 60 Days Onwards
c) 90 Days Onwards
d) 120 Days Onwards

- If you select to print the letters for 30 Days onwards, it will print all the letters to the customers for balances in 30 days up to customers with balances for 120 days.

- If you select to print the letters for 60 Days onwards, it will print all the letters to the customers for balances in 60 days up to customers with balances for 120 days.

- If you select to print the letters for 90 Days onwards, it will print all the letters to the customers for balances in 90 days, up to customers with balances in 120 days.

- If you select to print the letters for 120 Days onwards, it will print all the letters to the customer for balances in 120 days, up to customers with balances in 120 days.

You can then select to print the letters either per Overdue Balances, Credit Limit, Both or Neither one of the above options

For Example, you select to print the Customers for 30 Days onwards and with the option overdue balances, and it will print all the customers that are Overdue by their terms from 30days onwards. This means it will include all the customers that do have an overdue balance in 60, 90 and 120 days. The reason for this is that it prints from the Period specified forward (60, 90, 120) as per the criteria of the balances that are overdue according to the customer terms.

- If you look at 30 days onwards - it does not mean current and 30 days only, but 30 days, 60, 90 and 120 days.