---
title: "About Debtor Letters"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28399660/About%20Debtor%20Letters"
format: markdown
---
> Macro (excerpt)
> 
> # Overview
> 
> The **Debtors letters **function of Frameworks allows you to generate customer-specific letters based on predefined variables. 
> 
> This means your customers receive relevant information tailored to their accounts, which enhances their overall experience and satisfaction. By automating the creation of these letters you can ensure timely, relevant, and effective communication with customers. This not only keeps your customers informed but can assist in reducing late payments and improving cash flow. 
> 
> ## Types of Letters
> 
> 2 types of letters can be sent to a customer:
> 
> - **Account Letters** are generated and sent to specific customers as needed. For example, they can be used to notify customers about a credit limit increase or the creation of a new account.
> - **Collection Letters** are generated and sent in batches to multiple customers, typically for routine notifications such as upcoming statements or overdue balances. An example would be informing customers whose current statements are due during the first week of the month.
> 
> > 📝 Each letter is maintained by it’s one maintenance screen the [Debtor's Account Letter Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28399692) and [Debtor’s Collection Letter Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28380412).

# The Basic Process

## Debtor’s Account Letters

The **Debtor’s Account Letter Maintenance** allows you to create and maintain account letter templates. Here, you can customise the text and layout of your letters and save and store them for future use. 

The outline below serves as a guide for creating a letter template for account letters to send to customers via email.

1. **Create a Letter Template**  
Design your letter template and include any necessary variables.
2. **Update the Customer’s Account**  
Navigate to the **Customer Dashboard** or **Customer Maintenance** to modify the desired account.
3. **Choose to Send a Letter**    
Click the **Send Letter** button.
4. **Select Template and Recipient**    
In the **Send Account Letter** window, choose your template and enter the recipient's email address.
5. **Send and Store**    
Send the letter as a PDF attachment via email. The letter will also be saved in the customer’s account along with a diary note for reference.

> ✅ Refer to [Setting up Debtor’s Account Letter Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28380682) for more information.

## Debtor’s Collection Letters

The **Debtor’s Collection Letter Maintenance** allows you to create and manage your collection letter templates. You can customise the text and layout, as well as set conditions to choose specific recipients.

Collection Letters are sent to customers who meet the selection criteria specified and have debtor transactions that meet the criteria for the selected letter.

The outline below serves as a guide for creating a letter template for collection letters to send to customers via email.

1. **Create a Letter Template**    
Design your letter template, include any required variables, and set parameters to identify the recipients.
2. **Run the Scheduler Task**    
Schedule or run the **Scheduled Debtor Letter Output** task, ensuing to select the required template.
3. **Send and Store**    
Once the task has run the letter is sent as a PDF attachment via email, which will also be stored in the customer’s account along with a diary note for future reference.

> ✅ Refer to [Setting up Debtor’s Collection Letter Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28380688) for more information.

# Additional Information

> ✅ - Refer to the [Debtor Letter Maintenance - Setup and Configuration](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28380688) guide for more information on configuring the Debtor’s Account and Collection Letters.
> ✅ - Refer to [Debtor's Account Letter Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28399692) and [Debtor’s Collection Letter Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28380412) layout and field guide for more information.