Create Vouchers
Vouchers are a handy marketing tool used by some companies.
Basically the collection agency creates a booklet of vouchers
and uses the voucher booklets to pre-sell fixed rate collection
services to their clients. Typically voucher booklets of 10, 25
or 50 units are sold.
Each voucher in a booklet represents an account. When the client
has an account they want collected they fill in the pertinent details
into fields shown on a voucher, tear it out of the voucher booklet
and fax the voucher to the agency. When they get close to running
out of vouchers they can order more with an order form.
It is possible to connect the voucher system to the web using web host.
Some customization is required.
Vouchers are a powerful tool in the marketing arsenal of agencies
and can be used to attract new clients with small volume introductory
trials or to retain existing clients by making it easy for them to submit
accounts to you.
Vouchers can be created using the Tools menu, Utilities sub-menu,
Create Vouchers command.
Client
Click this field to select the Client who will be
given the vouchers.
Number
This field represents the file number of the first
voucher that will be created. It currently defaults
to the highest Debtor number in your database plus 1.
Count
This field specifies how many vouchers to create.
The vouchers will be numbered starting with the
value in the 'Number' field, and then incrementing
by one until 'count' has been reached.
Plan
This field represents the optional Contact Plan
that will operate on the voucher debtors once they
have been created.
Help
Press this button for help on the Create Vouchers
dialog and links to related topics.
Cancel
Select this to ignore any changes you may
have made and return to the previous form.
Start
Select this to create vouchers using the
settings you have chosen.
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