Request for Guidance on Automating Past Due Credit Card Letters

[Johanna36]

Hello,

I am trying to determine the best way to reduce the time spent sending credit card past due letters to end users.

Currently, I pull a report and manually send past due notifications for accounts that are 30, 60, and 90 days overdue. I have heard there may be options to automate this process, such as creating a report or setting up an audit rule.

I would appreciate any guidance on which option would be the most effective. I would also like the ability to customize the wording of the notifications that are sent to end users based on the delinquency stage (30, 60, or 90 days past due).

Thank you for your assistance. I look forward to your recommendations.

Best regards,
Johanna

[KevinD]

@Johanna36 your site should already have an email reminder for overdue credit card transactions. It is one of our default email reminders. I just looked at your site and are you wanting these reminders for Purchasing Card transactions or for regular company card transactions? I see you have Company Billed Statements on in your site. 

If you want them for Purchasing Card transactions, you might be able to simply activate the Overdue Company Card Transactions - 30 Days rule. From the Email Reminders screen and Email Reminders tab, click this reminder, then click Modify. Scroll down and set the Active status to Yes. 

Give this a try and let me know if it works. If not, come back here and I'll give you another option.