How to generate Dunning Letter to display only the Site-related delinquent transactions? — Cloud Customer Connect
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How to generate Dunning Letter to display only the Site-related delinquent transactions?

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edited Apr 2, 2024 1:00AM in Receivables & Collections 2 comments

Summary:

How to generate Dunning Letter to display only the Site-related delinquent transactions for a Dunning Contact Person, instead of all delinquent transactions under the Customer Account?

We are trying to generate Dunning Letters at per site level. Currently, we are able to generate them but the output is showing all site transactions under a customer account. The desired output is to be able to generate Dunning Letter separately for each Dunning Contact of a particular site and must not contain other transactions belonging to another site of the same customer.

Please advise if Dunning Letter at Site Level is possible.

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