Pricing - price increase correspondence

To view your current price change correspondence templates, go to Letters, Emails and SMS maintenance screen.

Send price change letters

To send a pricing rate change letter to customers, go to the Maintenance menu, Billing & Invoicing and select Pricing.

Select Send Rate Change Notices from the Price Plan Actions dropdown button.

Select the price plan from the drop-down list, and Save.

• If your CRM environment is set to automatically send correspondence, these letters will automatically send upon clicking Save. 
• If you approve emails to be released, they will appear in your New and Undelivered Emails or New and Undelivered Posted Mail dashboard screens for approval to be sent.

Tip:  Only price plans with upcoming/future price changes will be available in the drop-down list.
You can multi-select price plans in this list.