Hi, Running the collection letter process allows generating a collection letter document that can be send out to the customer for example by email. This is a great functionality. What is missing though is that one wants to attach the invoices included in the collection letter to this email that goes out to the customer. That is because many customers call once they receive their collection letters and ask for a copy of the invoice(s). Sending them directly with the collection letter alleviates and speeds up this process. Would be great if this could be implemented with one of the next releases. Many thanks, Ludwig
Comments
Hello,This sounds like a good idea. We want to know more on this idea. Is the expectation that the email that is sent out, will contain a summary of all the invoice numbers, due date and amount or are we looking to have all the invoices attached as a part of the email attachment? Thanks,SunitSr. PM, Dynamics 365 Finance
Category: Credit and collections
Great idea,I often got this requirement from my client again and again and we are obliged to leverage some ISV solution for that.Regards,Arnaud Youkam.
Category: Credit and collections
A great idea which would improve the effect of a collection process.
Category: Credit and collections