Page Comparison

From the Reports and Letters tab, locate and click on Generate Cafeteria Letters.

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Outstanding Charges Outstanding Charges

Outstanding Charges

Outstanding Charges letters can be generated for customers with outstanding balances by a number of available options. Additionally, user-defined text can be added which will appear in the letter.

1. Select the Generate Cafeteria Letters drop-down menu, then select Outstanding Charges.

2. Establish Generate Letter Batch: Outstanding Charges options. Then, click Ok.

   Note
   title Specific POS Customer
   Multiple customers can be selected by holding down the Control (Ctrl) button on the keyboard while clicking on each customer.

   

3. A list of customers falling in Outstanding Charges options will be displayed. Select how you would like to proceed.
   
   1. Print - Click the Print button to view and/or print letters.
   2. Mailing Labels - Click the Mailing Labels button to print mailing labels for queued letters.
      

Print

Mailing Labels

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Low Balance Low Balance

Low Balance

Low Balance letters can be generated for customers with balances below an established amount. Letters will not generate for customers who have had no activity for 60+ days unless Include customers without recent activity is selected.

1. Click the Generate Cafeteria Letters drop-down menu and select Low Balance.

2. Establish Generate Letter Batch: Low Balance options. Then, click Ok.

   Note
   title Specific POS Customer
   Multiple customers can be selected by holding down the Control (Ctrl) button on the keyboard while clicking on each customer.

   
   

   Info
   title User-Defined Text
   The default letter template for Low Balance does not include the User-Defined Text field. Text entered will not appear in the letter if the template has not been changed accordingly.

   

3. A list of customers falling in Low Balance options will be displayed. Select how you would like to proceed.
   1. Print - Click the Print button to view and/or print letters.
   2. Mailing Labels - Click the Mailing Labels button to print mailing labels for queued letters.
      

Print

Mailing Labels

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High Balance High Balance

High Balance

High Balance letters can be generated for customers with balances above an established amount. 

1. Click the Generate Cafeteria Letters drop-down menu and select High Balance.

2. Establish Generate Letter Batch: High Balance options. Then, click Ok.

   Note
   title Specific POS Customer
   Multiple customers can be selected by holding down the Control (Ctrl) button on the keyboard while clicking on each customer.

   
   

   Info
   title User-Defined Text
   The default letter template for Low Balance does not include the User-Defined Text field. Text entered will not appear in the letter if the template has not been changed accordingly.

   

3. A list of customers falling in High Balance options will be displayed. Select how you would like to proceed.
   
   1. Print - Click the Print button to view and/or print letters.
   2. Mailing Labels - Click the Mailing Labels button to print mailing labels for queued letters.
      

Print

Mailing Labels

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General Letter General Letter

General Letter

General Letters can be generated for customers with user-defined text can be added which will appear in the letter.

1. Click on the Generate Cafeteria Letters drop-down menu and select General Letter. 

2. Establish Generate Letter Batch: General Letter options. Then, click Ok.

   Note
   title Specific POS Customer
   Multiple customers can be selected by holding down the Control (Ctrl) button on the keyboard while clicking on each customer.

   

3. A list of customers will be displayed. Select how you would like to proceed.
   
   1. Print - Click the Print button to view and/or print letters.
   2. Mailing Labels - Click the Mailing Labels button to print mailing labels for queued letters.
      

Print

Mailing Labels

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Prepayments Needed Prepayments Needed

Prepayments Needed

Prepayments Needed letters can be generated for customers with low balances that require payments to be made prior to receiving meals.

1. Click the Generate Cafeteria Letters drop-down menu and select Prepayments Needed.

2. Establish Generate Letter Batch: Prepayments Needed options. Then, click Ok.

   Note
   title Specific POS Customer
   Multiple customers can be selected by holding down the Control (Ctrl) button on the keyboard while clicking on each customer.

   
   

   Info
   title User-Defined Text
   The default letter template for Low Balance does not include the User-Defined Text field. Text entered will not appear in the letter if the template has not been changed accordingly.

   

3. A list of customers in need of Prepayments will be displayed. Select how you would like to proceed.
   
   1. Print - Click the Print button to view and/or print letters.
   2. Mailing Labels - Click the Mailing Labels button to print mailing labels for queued letters.
      

Print

Mailing Labels

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Current Eligibility Letter Current Eligibility Letter

Current Eligibility Letter

Current Eligibility Letters can be generated for customers when a household member requests documentation. 

1. Click the Generate Cafeteria Letters drop-down menu and select Current Eligibility Letter.

2. Establish Generate Letter Batch: Current Eligibility Letter options. Then, click Ok.

   Note
   title Specific POS Customer
   Multiple customers can be selected by holding down the Control (Ctrl) button on the keyboard while clicking on each customer.

   
   

   Info
   title User-Defined Text
   The default letter template for Low Balance does not include the User-Defined Text field. Text entered will not appear in the letter if the template has not been changed accordingly.

   

3. A list of customers will be displayed. Select how you would like to proceed.
   
   1. Print - Click the Print button to view and/or print letters.
   2. Mailing Labels - Click the Mailing Labels button to print mailing labels for queued letters.
      

Print

Mailing Labels

Return to Top

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Principal Account Charges Principal Account Charges

Principal Account Charges

Principal Account Charges letters can be generated for customers who owe money to the charged principal account. 

1. Click the Generate Cafeteria Letters drop-down menu and select Principal Account Charges.

2. Establish Generate Letter Batch: Current Eligibility Letter options. Then, click Ok.

   Note
   title Specific POS Customer
   Multiple customers can be selected by holding down the Control (Ctrl) button on the keyboard while clicking on each customer.

   

3. A list of customers with outstanding Principal Account Charges will be displayed. Select how you would like to proceed.
   
   1. Print - Click the Print button to view and/or print letters.
   2. Mailing Labels - Click the Mailing Labels button to print mailing labels for queued letters.
      

Print

Mailing Labels

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