Set Up Collection Letters

Before collection letters can be generated, a sequence of reminder stages must be configured — typically a first reminder, a second reminder, and a suspension letter. Each stage is defined by a number of days after the due date.

1. Configure the collection letter sequence

   From the FNO dashboard, open Modules ▸ Credit and Collections, expand Collection letter, and click Set up collection letter sequence. Click + Add (③) and complete the following for each stage:

   • Collection letter code (④) — select from the dropdown (e.g., First Reminder).
   • Description (⑤) — enter a description.
   • Days (⑥) — enter the number of days after the invoice due date when the letter should be sent.
   • Fee in currency (⑦) — enter if applicable; leave blank if none apply.

   Repeat to add each additional stage (e.g., Second Reminder, Suspension Letter). Click Save.

   

2. Configure the note text

   Navigate to Modules ▸ Credit and Collections, expand Setup ▸ Forms, and click Form notes. Enter the note text to print on each collection letter. Include student account, student ID, and outstanding amount if needed (⑬). Adjust the tone based on the reminder stage. Click Save.