ShelfCollect Final Notice Letters: One Page, Your Letterhead

First, choose when a letter becomes an option. In Payments, open Settings, then Collections. Under Final notice letters, set how many days late an invoice has to be. It starts at sixty days.

Once an invoice passes that mark, a Final notice button shows up on its row in AR Aging. That's your list of who owes you, sorted by how late they are. The button sits right between Mark paid and Can't collect.

Click it, and the letter opens. It's one page, with your company's name at the top. In the upper right, there's a code they can scan with a phone to pay what they owe, plus the payment link. Below that, the invoice details, and a bold date to pay by.

If you offer a payment plan on this invoice, the letter says so too, with the number of payments and about how much each one is.

The message is yours. Keep our wording, or write your own, up to twelve hundred characters. Reset to our wording brings the original back any time.

Then pick the pay-by date: seven, ten, or fourteen days out. Each choice shows the exact date, so there's no guessing.

Next, what happens if they still don't pay. There are five choices, and every one starts unchecked. Stop shipping on credit terms. Put the account on credit hold. Refer it to a collections agency or an attorney. Report the unpaid balance to the state cannabis regulator. Or share the unpaid balance with industry payment-reporting groups.

Only tick what you'll really do. When you tick one, a confirmation box appears, and you confirm your company will follow through if it isn't paid by that date. This letter isn't legal advice. If you're unsure about a consequence, check with your own attorney before you send.

Switch between the Letter and Email tabs to see both, or download the letter. What you preview is exactly what gets sent. It ends with: Already paid? Think something is wrong? Reply. And it's signed by your accounts receivable team, not by one person.

The same letter is on the invoice page too, in the Final notice panel.

Sending a batch of invoices from Drafts to send? In Review and send, each invoice that's late enough gets an unchecked option: Send a final notice letter. Tick it, look over the letter, and click Use this letter.

It doesn't go out as a second email. The letter is attached to the invoice email itself, and the subject line starts with Final notice.

Reminders keep going as usual. Sales rep logins don't get the button. And an invoice that's disputed, paused, waiting on a promise to pay, on a payment plan, or already paid is never offered a letter.

Your letterhead, your words, your decision. That's final notice letters, in ShelfCollect.