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Email on Demand Delinquents

PostedJuly 26, 2024
UpdatedJuly 26, 2024

Sending non-print delinquent notifications via Email, Text, or Email-To-Text is a convenience customers often prefer. There are instances when issues with an email address or phone number cause the notice to be undeliverable. To help with this, the ability to resend a delinquent notice to an individual was added to the Delinquent Notice screen.

Packages | Delinquency | Delinquent Notices: A new option was added to the list’s right-click menu in the Delinquent Notices grid: “Send Individual Notice.” When hovering over “Send Individual Notice,” sub-menu item(s) Email, Email-To-Text, and Text appear if notifications are set up for the Delinquent Notice trigger point for that contact type.

Clicking one of the new sub-menu items launches the Delinquent Notice Options screen. The Account Name you are sending the individual notice will appear at the top of the screen.

Once the “Send Notices” button is clicked the notice will be sent to the individual account.

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Delinquents

No Penalty Option for Delinquents

A new “No Penalty” option is now available for delinquent accounts, so users have the ability to send a late notice to an account, but keep the account from getting a penalty. An Expire Date, Alert, and reports are available for accounts flagged No Penalty.

A No Penalty check box was added to the Credit Node of the Service Order, with a corresponding Expire Date drop-down calendar. When checked, the account can receive a delinquent notice, but will not get a late fee during the Penalties process. The Expire Date can be set to limit the amount of time the account is exempt from penalties.

A No Penalty Alert is available for both Inquiry and Payments at Maintenance | Common | Alerts, and will display in the Alerts window for any accounts flagged No Penalty.

The Non-Zero Balance Report found in the report’s menu of the Delinquent process, contains a new No Penalty column to aid in identifying No Penalty accounts.

The Credit Attributes report, and the Grid Report – Account can be used to discover accounts flagged as No Penalty. The Credit Attributes report has a new group box for No Penalty Options, and the Grid Report – Account includes No Penalty, and No Penalty Expire Date selections.