What's new to the Introduction

The following debtor email merge fields have been added to allow you to personalise debtor emails:

• DebtorIDFull: populates the Debtor ID
• TotalOwing: total amount owing
• CurrentBalance current balance including charges the debtor has not been notified about (e.g. upcoming payment plan charges)
• BPAYReference: BPAYReference number.

Tip: You can quickly create an email or SMS for all debtors by right-clicking the Debtor Selector and selecting Email All Records or SMS All Records. See Sending emails from a grid.

Note: Currently, this functionality does not support sub-ledger accounts for debtors with multiple accounts. That is, sending an email or SMS to the sub-ledger account populates the details of the main debtor account.

Using the Send Email(s) window

Using merge fields in emails and SMS messages