Treatments - add

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

Go to the Maintenance menu, Credit Control and select Add Treatment. Click the Add treatment button.

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

• Treatment Type 
• Treatment Detail Code - unique code to identify the treatment. 
• 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).

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.