Treatments - edit

Treatments are a set of credit collection actions that happen if a customer fails to pay an invoice or has an overdue balance. 

Important: Adding new treatments is done by the Utilmate team as they require linking to mail merge templates. If you'd like to add actions to your treatments, raise a ticket and tell us what you want it to do.

To edit treatments, go to the Maintenance menu, Credit Control and select Treatments.

Select the treatment you want to edit and click on the Edit button.

Edit the below information in the "Edit treatment wizard" screen, then Save.

• Treatment Type 
• Treatment Code
• Description
• Activity Type - the activity type the treatment is linked to.
• Charge
• Treatment Bus Days -  the number of business days from the invoice due date (or account open date in the case of occupier treatments) that the treatment action is scheduled for.
• Due Date Bus Days - the due date that is shown on the SMS, email, or letter and is the number of business days from the invoice due date
• Minimum Treatment Amount - the minimum amount the treatment step will action for.  If it is set to $10, the treatment action will not be actions in the customer's overdue amount if less than this.
• Correspondence Template - the letter or email that will be sent to your customer.
• SMS Template - the SMS message that will be sent to your customer.
• Disconnection Event - When active, this prevents disconnection notices or actions from being generated for life support customers or customers who have moved out.
• Active - indicates whether the treatment is enabled or disabled (checked = active, unchecked = inactive).

Any changes you make to this maintenance screen will only impact future treatment schedules created for customers.  "In-flight" treatment schedules will not be impacted.

Warning: This is a maintenance menu item. Please ensure you are familiar with Utilmate and understand the impacts of making changes to Maintenance menu items.