Collect! Credit and Collection Software™

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How To Print To Debtors With Multiple Accounts

Printing a letter to a debtor with more than 1 account is a three step process.

  1. Create a letter with the proper command codes.
  2. Select the Debtor to print to.
  3. Print the letter.

Creating The Letter

Please refer to the Help Topic How To Build Reports Or Letters for more information. The below will go over the basics of adding Group Debtor code.

To create a letter which lists all the accounts belonging to a specific debtor, this example will over over editing a copy of an existing letter template.

  1. Click the Print menu from the Top menu.
  2. Select Customize Printing, then click Edit Report Templates.
  3. Use the Arrow Keys to highlight a letter template.
  4. Use Edit, then Copy or Ctrl + C to copy the selected letter.
  5. Use Edit, then Copy or Ctrl + V to paste the copy.
  6. Open the new letter.
  7. Update the Report Name as needed.
  8. Click in to the Report Body.
  9. Move to the line that you want to insert the list of Grouped Accounts.
  10. Start a new line and enter the report code to display the Group Members.
  11. Close the Report Body and Report Definition to save.

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Example Code

This code is an example to output the Client Name, Listed Date, and Owing for all Debtors in the Group, including the account that was printed to.

Client Date Listed Amount Owing

@de where (@de.gr = @de.gr)
@de.cl<25> @de.li<10> @de.ow<10>
@de

Useful Note This is a very basic example of getting the Group Members. We recommend using SQL to get the list.

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Printing The Letter

Navigate to an Account and Print the Letter from the Reports and Letters menu.

For more information on Printing a Letter to a Single or Tagged account, please refer to the Help topics How To Print Letters To A Single Account and How To Print Letters To A Tagged List.

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