Making It Happen
Accounting and Information Technology, Assistance and Support
Sage 50 Credit control letters using search/filter

The search/filter feature allows you to pick a group of records.  For credit control letters we want to send a gentle reminder, a firm request and a final demand.  You can easily create these letters in the Customer:Letters Module but how do you mail the right letter to the right people.

Well for some reason most people seem to grasp this easier if we work in reverse!

The Final Demand wants to go to the people who have not yet got a balance in the Older column of an aged listing (those guys should be with solicitors) and have a balance that is over 90 days.

The firm request wants to go to the people who have a 60 days balance but no older balances (if they had they would get something stronger).

The gentle reminder wants to go to those over 30 days but not older

If you use different ageing then the numbers will be different but the principle is the same.

We will create 3 searches, gentle, firm and final to select each of our groups.

1. The final: Where older = 0 and 90days is greater than zero
2. The firm: Where older=0 and 90days = 0 and 60days is greater than 0
3. The gentle: Where older=0 and 90days=0 and 60days = 0 and 30Days is greater than 0

Save the searches as you build them.

In use: Go to search select the group you want, go to letter and print letter. Do this for all three groups and you have the job done.