Who is this guide for?

Accounts Users, Accounts Supervisors and System Supervisors

Letters to clients who have not yet paid can be batched and printed out at defined intervals. You can design and preview the letters to be batched according to the age of the debt.

Set up the letters

You must be using Internet Explorer 11 and must have Microsoft Word, Silverlight and the Osprey Approach Silverlight plugin installed.

Step 1


Navigate to the Supervisor area and select Case Management Setup, followed by Standard Documents and then Batch Aged Debtor Letters.

The following list of letters will now appear.

Step 2


Click the Design link on the relevant letter to open the template for the relevant grouping.

When the letter opens you can design the content as required. Simple add any text you wish. You may also add your headers and footers if required.

There are also a standard set of mergefields available under the Insert tab which allow you to include data from Osprey in your Aged Debtor Letters.

Once you are happy with the template, close Word using the X and then click the save button as you would with a normal Osprey Approach standard letter.

Step 3


You can now preview what the letter will look like with some dummy information by clicking on the option to Preview the relevant one.

Run the letters from the Case Management App

You can now run the batch.

Step 1


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Reports > Run Batch Aged Debtor Letters

Step 2


You can use the drop-down list to select the letter grouping you wish to run the letters for and can also filter the clients you wish to run the letters for before running them.

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Use the available filters and then click on Filter.

Step 3


A list of clients that match the criteria will now be shown. You can deselect/select individual clients as you wish and select ‘Run’. This will run the letters for the selected clients only. Clicking on ‘Run All’ will run all of the debtor letters for the group you have selected.

Run the letters from Internet Explorer

You can now run the batch.

Step 1


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Reports > Client Financial > Aged Debtors > Run Batch Aged Debtor Letters.

Step 2


You can use the drop-down list to select the letter grouping you wish to run the letters for and can also filter the clients you wish to run the letters for before running them.

Use the available filters as shown below and then click on Filter.

Step 3


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Use the available filters and then click on Filter.

Step 4


A list of clients that match the criteria will now be shown. You can deselect/select individual clients as you wish and select ‘Run’. This will run the letters for the selected clients only. Clicking on ‘Run All’ will run all of the debtor letters for the group you have selected.