If you want to send collection letters to clients instead of or in addition to calling them, MR9 includes a set of customizable collection letters.<\/strong> You can print and mail them traditionally \u2014 or email them directly from within MR9.<\/p>\n Collection letters are part of MR9\u2019s collection toolbox, making collections easier and more productive. After running the Aged A\/R report<\/a> to find clients who owe you money, use collection letters are part of your efforts to contact them. MR9\u2019s collection form letters automatically include client and invoice details from your MR database. MR9\u2019s collection form letters are fully customizable \u2014 and you can create new ones to cover all of your collections\u2019 situations in the Form Templates<\/a> function.<\/p>\n You can access the Collection Letters function from MR9\u2019s main menu or within the Aged A\/R function \u2014 which gives you a head start by selecting all of a client\u2019s outstanding invoices for you.<\/p>\n You generate collection letters for one client firm at a time \u2014 and you can choose to send letters to either the firm that is responsible for paying for the invoice(s) or the firm that ordered the service(s) the invoices(s) are billing.<\/p>\n After selecting the firm you can choose to generate letters regarding invoices for:<\/p>\n Search results listings include all of the search categories plus invoice number, amount, and current balance. You can sort your results in the grid by one or more columns in ascending or descending order (but when you exit the function, MR9 will revert back to the default order). Export the list as an Excel<\/em> spreadsheet or\u00a0a CSV (comma-separated values) file to edit, share, archive, or print.<\/p>\n When you are contacting a client regarding multiple overdue invoices, you can send one letter to the client that compiles information about all of the selected invoices \u2014 or multiple letters with each letter including information about a single invoice. Whether you are sending letters regarding one invoice or multiple invoices, you choose which collection letter template you want to use and whether you are sending the collection letter(s) via email or print.<\/p>\n Whether emailing or printing collection letters, you can review and edit the contents generated by MR9 before emailing\/printing the letter.<\/p>\n When emailing collection letters you add your own Subject line \u2014 and you can add invoices or other files from your desktop as attachments if desired. MR9 records the email sent in the Email Log<\/a> function in Tools so you can refer back to it later. (When emailing collection letters for multiple invoices, we do not recommend using the send one collection letter per invoice option because it will embed multiple collection letters in one email body.)<\/p>\n If email isn\u2019t appropriate for collections, you can have MR9 compose collection letters in a print-friendly format \u2014which you can review and edit in MR9\u2019s word processing interface, then send via traditional methods.<\/p>\n After sending a client a collection letter make an entry in the firm\u2019s Collections Notes Log<\/a> to keep a record of your actions and set a follow-up reminder date in Collections Follow-up<\/a> to have MR9 remind you when you should check in with the client again.<\/p>\n TL;DR: Send clients collection letters via email or traditional mail with all relevant details automatically filled in.<\/strong><\/p>\n Business Unit (BU):<\/strong>\u00a0One of your company\u2019s revenue centers or any\u00a0entity in your business that you want to track separately.<\/p>\n Contact:<\/strong> Person who works for a firm you do business with.<\/p>\n Firm:<\/strong> Business you provide services to \u2014 usually law firms.<\/p>\n Notes Logs:<\/strong> Un-editable internal-use only notes entered either by a user or automatically by MR9 appear in chronological logs.<\/p>\n Order:\u00a0<\/b>An order in MR9 is usually a request for all records related to a case or to serve a subpoena for an appearance at a legal proceeding.<\/p>\n Part:<\/strong> A part of an order is a separate record that is being sought that is included in the entire body of records for a case or patient. You can also think of it as the work order for that separate record.<\/p>\n","protected":false},"excerpt":{"rendered":"Target your letters<\/h2>\n
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Customize letters<\/h2>\n
Follow up letters<\/h2>\n
MR9 concepts in this lesson<\/h4>\n