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Kuhlekt

Accounts – Statements

Path: Account->Communications->Statements The first part of the statements section shows the account’s statement details. From here you can edit the details. Action: This can be set to ‘None’, ‘Email’, or ‘Post’ Statement group: This is used for grouping accounts for a statement batch. Email: Is where you setup what email…
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Accounts – Provisioning

Path: Account->Provisioning Your manager will have setup the rules for provisioning for each region. The rules define that when a particular aged balance exceeds a threshold, then that amount must be provisioned. The amount is provisioned by allocating it to; Credit, Collectable, Doubtful, or Bad. The ‘Provisioning amount’ is shown…
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Accounts – Timeline – SMS – inbound

Path: Account->Open Items->Timeline The system also allows for inbound SMS from customers. When the customer replies to an SMS, and the SMS is received, the system looks for an account that sent an SMS to the number received, and if an account is found, the system automatically matches the incoming…
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Accounts – Timeline – SMS – outbound

Path: Account->Open Items->Timeline The Activities section allows you to create and send an SMS to a customer directly from within Kuhlekt. Depending on your ‘Data permissions’, you can create, send, edit or delete an SMS. Click on ‘Create SMS’ to create an SMS. The SMS form is quite simple with…
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Accounts – Timeline – Emails – Phone, Note & PTP

Path: Account->Open Items->Timeline Sending activities, include Statement and any open invoices on file as PDF. Activities have different functions, but with all you can email the activity as a follow up to your contact, below is an image of the email and some aspects to consider when drafting your email.…
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