This article walks through the steps for Pennsylvania collectors that require checks.
- Enter the check on the request page, being sure to verify collector name, address, payable name, and amount.
- A task to enter and print the physical check will be created
- In QuickBooks, enter the Bill information for all required checks
- Pay the Bills and print the checks (on voucher checks)
- Once the checks are printed, enter the check numbers into our system (on the outgoing checks page).
- Scan the checks to certs@cocrs.com (use shortcut on Lexmark)
- Scroll to the bottom of that page and each will now have a letter generated, save that letter to the In_Process folder
- Find related check and send to the collector (use PA Request/check template.
- Print the letter, fold using the folding machine (head up/face up in the tray)
- Insert letter, check, and self-addressed return envelope (if needed)
- Seal, stamp and mail letter.