Notice setup

This feature controls what account situation merits a collection notice and then tell it how often to send a follow up notice. Here's how.

1. From Late Notices screen, click Notice Setup. From here you can view a sample late notice by clicking the See a sample notice button in right corner of the Criteria for sending notices pane. To proceed with setup, in Criteria for sending notices pane:

   

   • Type in the number of days late a client must be to receive a late payment notice.
   • Next, enter a minimum amount the client must owe in order to receive a notice.
   • Then, type in a frequency (in days) with which you want the late notice reminders to go out.
2. In the Campaign Recipients pane, find the clients to whom you wish to deliver late payment notices and check the box in the Receive notification column to add to the campaign list.

   

   Some appraisers remove all "good" clients from the list of Selected Recipients to ensure that they never get a late payment notice. If you feel that it would not benefit your business relationship to send a late notice to clients who usually pay on time, just uncheck the Receive notification box.

3. Finally, in the Campaign Notification pane, choose another staff member that you wish to notify about pending late payment notices. As the admin of Titan Office, you always receive a notice prior to the late notice going to your client. The staff member you select should be one who can take up the role of previewing these notices to ensure that they should go out on the specified date.
4. When finished, click Save Settings, then OK to activate your late notice campaign.

   

After receiving payment you can also remove the client from the campaign in Pending Notices.