How do I create Past Due Notices? Statements? Reminder Letter?
***Note: to email the notices directly from Soluno, please follow the steps in the “Setup Email” documentation.
Answer:
Billing Icon
Statements Tab
Click on the chevron icon to view the Statements Options Screen.
Choose the report in the “View” box at the top. Enter the report filters (such as Date, Contact, File, etc…).
Press the “Play” button icon in the bottom left of the screen.
After the report has run, use the export report icon in the top right corner to automatically email each contact or to create a PDF or Excel version of what is displayed on the screen.
Choosing the “PDF” version of the report will bring up a small sub-screen with option buttons:
NO: a PDF version of the statements will be created with each contact on a separate page.
YES: will automatically send emails to the contacts on the report using your
Soluno Email Account.
The Email will be sent out directly or held, depending on the setting in
ADMIN -> FIRM -> SETTINGS -> FEATURES “Hold emails for manual release”.
Update the “Email subject line” by typing a brief message on the line provided.
Include “CC” contacts can be turned off if they are not to receive a Past Due letter.
Cancel will stop the process.
Excel, CSV or PDF Attachments will create the file and not give the option for Emailing automatically from Soluno.
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