View collection letter information
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
If a customer has an overdue balance, your organization might generate and send a collection letter to the customer to help collect on the account. You can use the Collection letters page to view a list of collection letters that have been generated, and then use the View collection letter page to view the details and transaction lines for a specific collection letter entry. You can also export collection letter data to Microsoft Excel.
Click Sales on the top link bar, and then click Customers on the Quick Launch.
Select a customer account for which collection letters have been created.
On the Action Pane, on the Sell tab, click Collection letters.
Note
If the Block check box is selected on the Collection letters page, the customer cannot be issued any additional invoices until the past-due amounts have been collected. You can change this field in the Microsoft Dynamics AX client.
To view the details of a collection letter entry, select a letter. On the Action Pane, on the Collection letter tab, click Collection letter. On the View collection letter page, you can view information about the collection letter entry and the transaction details.