Schedule Letters

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Before you can print letters you will need to schedule them.  You can do this two ways.  You can have collectors schedule letters inside Collections MAX Collector as they see fit or you can batch schedule them.

To batch schedule letters on the main control panel click Letters, then click Schedule Letters.

Select the portfolio that you want to schedule letters for in the top data grid and click the Select Portfolio button.  Accounts from the portfolio will now have filled the bottom grid.

Select the letters that you want to schedule by clicking the corresponding check box next to the letter and selecting to whom you want the letter to go to.

Remember:  To send a letter to a DEBTOR you need to have setup a letter as a Collector.

See Link Letters for more information.

Select the date from which the letters will be scheduled to print in the Schedule Date picker.

If there are any letters that you wish to exclude such as payment plans or closed accounts, you can select them and click the Exclude button.  Exclude will remove the account from processing.

Click the yellow Schedule Letters button and Collections MAX will schedule letters that have valid addresses for the date you selected in the Schedule Date picker.