Promised Payment Letters

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Collect! Credit and Collection Software™

Debtor Samples

Any of these samples can be modified as needed. Copy and paste the report several times to create a whole series, be sure to give each its own unique name. Make modifications to each copy as needed and quickly move on. Pull additional information from the database using printable field codes in Collect!. If you would like to take advantage of our customization services, please contact sales@collect.org.

NOTE: These are sample reports only. They may not apply to your usage.
Use of this system indicates acceptance of our terms * Legal Notices

Promise Table Coupon Book

Description:
This letter produces a Promise Coupon book based on the Promise Schedule.
Requirements:
- The Debtor form needs to be properly filled out.
- The Company Details forms needs to be properly filled out.
- You must have a Promise contact posted for the debtor.
- This report has to be run on a Debtor or a list of debtors.
- You must be printing via Device Context.

Promise Schedule Report

Description:
This sample letter could be sent to a debtor acknowledging a Promise Payment schedule on their debt, showing Start Date, Payment Amount and the Promise Schedule. This letter may be batch processed.
Requirements:
- The Debtor form needs to be properly filled out.
- The Company Details forms needs to be properly filled out.
- You must have a Promise contact posted on the Debtor.
- This report has to be run on a Debtor or a list of debtors.
- You must be printing via Device Context.

Promise Payment Acknowledgement Letter

Description:
This sample letter could be sent to a debtor giving them an option to make monthly payments on their debt, showing start date and payment amount. This letter may be batch processed.
Requirements:
- The Operator form needs to be properly filled out.
- The Debtor form needs to be properly filled out.
- The Company Details forms needs to be properly filled out.
- You must have a promise type contact properly filled out for the debtor.
- This report has to be run on a debtor or a list of debtors.
- You must be printing via Device Context

Promise Payment Receipt Letter

Description:
This letter could be sent to debtor informing them that their monthly payment had been received and when the next payment is due. This letter may be batch processed.
Requirements:
- The Operator form needs to be properly filled out.
- The Debtor form needs to be properly filled out.
- The Company Details forms needs to be properly filled out.
- You must have a promise type contact properly filled out for the debtor.
- A payment type transaction must have been entered.
- This report has to be run on a debtor or a list of debtors.
- You must be printing via Device Context.

Promise Payment Late Letter

Description:
This letter could be sent to a Debtor who you have set up for promised payment amounts and their payment has gone past the due date. This letter may be batch processed.
Requirements:
- The Operator form needs to be properly filled out.
- The Debtor form needs to be properly filled out.
- The Company Details forms needs to be properly filled out.
- You must have a promise type contact properly filled out for the debtor.
- A payment type transaction must have been entered.
- The debtor must have an promise type contact with a past due date.
- This report has to be run on a debtor or a list of debtors.
- You must be printing via Device Context.

Promise Overpayment

Description:
This letter could be sent to a debtor to inform that the last payment had been received and was over the amount due. This letter may be batch processed.
Requirements:
- You must have a header3.txt file in your Styles folder.
- The Operator form needs to be properly filled out.
- The Debtor form needs to be properly filled out.
- The Company Details forms needs to be properly filled out.
- You must have a Promise type Contact properly filled out for the debtor.
- A Payment type Transaction must have been entered.
- This report has to be run on a debtor, or a list of debtors.
- You must be printing via Device Context.

Promise Underpayment

Description:
This letter could be sent to a debtor to inform that the last payment had been received and was under the amount due. This letter may be batch processed.
Requirements:
- You must have a header3.txt file in your Styles folder.
- The Operator form needs to be properly filled out.
- The Debtor form needs to be properly filled out.
- The Company Details forms needs to be properly filled out.
- You must have a Promise type Contact properly filled out for the debtor.
- A Payment type Transaction must have been entered.
- This report has to be run on a debtor or a list of debtors.
- You must be printing via Device Context.

Received NSF Check for Promise

Description:
This letter could be sent to a Debtor after a Promised Payment is returned as NSF. This letter may be batch processed.
Requirements:
- The Debtor form needs to be properly filled out.
- The Company Details forms needs to be properly filled out.
- You must have a Promise type Contact properly filled out for the debtor.
- An NSF Payment type Transaction must have been entered.
- This report has to be run on a debtor, or a list of debtors.
- You must be printing via Device Context.

Post-dated Check Acknowledgement

Description:
This sample letter could be sent to a debtor acknowledging post-dated check payments on their debt, showing start date and payment amount along with the post-dated check schedule. This letter may be batch processed.
Requirements:
- The Operator form needs to be properly filled out.
- The Debtor form needs to be properly filled out.
- The Company Details forms needs to be properly filled out.
- You must have future dated 107 check transactions posted for the debtor.
- This report has to be run on a debtor or a list of debtors.
- You must be printing via Device Context
- You must be using Collect! version 8.2.2 or greater.

Post-dated Check Payment Receipt Letter

Description:
This letter could be sent to debtor informing them that their post-dated check payment has been processed and when the next post-dated check payment will be processed. This letter may be batch processed.
Requirements:
- The Operator form needs to be properly filled out.
- The Debtor form needs to be properly filled out.
- The Company Details forms needs to be properly filled out.
- You must have a Promise type contact properly filled out for the debtor.
- A Payment type transaction must have been entered.
- This report has to be run on a debtor or a list of debtors.
- You must be printing via Device Context.

Payment Plan Acknowledgement

Description:
This is a Letter that may be sent to a Debtor when a Payment Plan has been scheduled on the account. This report lists Due Date and Amount for all 151 Transactions posted in the schedule.
Requirements:
- The Debtor form needs to be properly filled out.
- The Company Details form needs to be properly filled out.
- A Payment Plan must be scheduled on the account using Transaction Type 151.

Promise Payment CSV Report

Description:
This report will look at payments over a date range and display any Promise information associated with that payment. It prints to Spreadsheet.
NOTE: This report is in CSV format.
View 10130.csv
Requirements:
- The Company Details form needs to be properly filled out.
- You must have Debtors entered with Promise contacts.
- The Debtors with Promise contacts must have Payments with Posted Dates after their Promise Due Date

Direct Withdrawal Authorization

Description:
This report will generate a letter that can be sent to a debtor for direct withdrawal authorization.
Requirements:
- Company Details form needs to be filled out.
- Debtor form needs to be filled out.

Conditional Release Letter

Description:
This report is meant to be printed from debtors.
It prompts the operator for:
1. The settlement amount (no dollar sign)
2. Number of days until the settlement offer expires (enter number of days)
This report is not meant to be printed in a batch process.
Requirements:
- The Debtor form needs to be properly filled out.
- The Client form needs to be properly filled out.
- The Company Details form needs to be properly filled out.
- This report must be run on debtors.
- This report must not be printed in a batch process.
- You must be printing via Device Context.

Conditional Release by Percentage

Description:
This report is meant to be printed from debtors.
It prompts the operator for:
1. The settlement percentage amount (no percent sign)
2. Number of days until the settlement offer expires (enter number of days)
This report is not meant to be printed in a batch process.
Requirements:
- The Debtor form needs to be properly filled out.
- The Client form needs to be properly filled out.
- The Company Details form needs to be properly filled out.
- This report must be run on debtors.
- This report must not be printed in a batch process.
- You must be printing via Device Context.

Payment Plan Coupon Book

Description:
This report will print out a Coupon Book for Payments posted using the Payment Plan function.
Requirements:
- Payment Plan must be set up for the Debtor.
- Payment Plan Setup must be completed if Late Fee is charged.
- This report is printed from the Debtor screen.

Promise Coupon Book for Grouped Accounts

Description:
This report may be used to print a coupon book of promised payments for grouped accounts. The report uses the Matching Accounts Totals and the Promise Contact payment amount to set up a payment schedule.
This is a Monthly coupon book.
This report is set up to send payments to Client. It can be modified to send to Agency.
Requirements:
This report must be run on grouped accounts.
The Debtor must have a Promise contact set on the account with a payment amount.
This report starts on Debtor

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