Requirements

• Invoices have already been processsed through PayThem v2 from your ERP and are visible as Payment requests in the PayThem portal.
• Spindle Document Distribution v10.3 and later

If the invoices cannot be processed through PayThem for any reason, you will need to configure the Credit Hound letters as if they are Invoice-type documents. See article [placeholder] for details

Process 

Add Commands to Chase Letters

Open Credit Hound>Tools>Letters>[choose letter]>Edit.

In the header of the letter we need to ensure we have :

##COMPANY...##

##ACCOUNTREF...##

and

##DATASETID...##

To establish the Dataset ID, this will be the Sage 200 company number (if using Sage 200) or the unique value assigned to the company in the PayThem portal

Add a Label with the on of the following values, depending on the letter type.

Above: Letter types, Follow-up letter in Green, Chase Letter in Blue

Chase Letters

##MVAR1 [TransactionID=Customer[AccountRef]Invoice[Reference][Date!yyyy-MM-dd]],[AmountToPay=[OutstandingAmount!0.00]]##

Follow-Up Letters

##MVAR1 [TransactionID=Customer[TransactionList.AccountRef]Invoice[TransactionList.Reference][TransactionList.Date!yyyy-MM-dd]],[AmountToPay=[Amount!0.00]]##

into the Transaction List section of the letter. 

Note: This command will build the Transaction Host ID for the invoice(s) in question. You will need to verify the correct format of the date part of this ID matches the one used in the PayThem portal. In earlier implementations of PayThem 2 this may conclude with a date in the format dd/MM/yyyy, while in newer implentatioms it will be in the format yyyy-MM-dd. Please see KBA-14-03-001 - About The Custom Host ID for details of how to identify the correct format in use.

Finally add another label with 

##PAYTHEM##

at the location where you wish the button to be placed

Hide MVAR1 command for non-invoice lines

If the transaction on a Credit Hound letter is a credit, we cannot add a PayThem request (nor would we want to), so we need to set the visibility of our MVAR1 command according to the transaction type, we can use the conditional formatting of Credit Hound's letter designer to achieve this. 

Select the label containing the MVAR1 command, and click the chevron icon on its upper right corner:

and the Tasks window will appear:

Under "Formatting Rules", click the three dots icon to open the formatting rules editor:

Click Edit Rule Sheet...

Click the green plus icon to add a new rule:

Under Condition, click the three dots to open the Condition Editor, and add the following expression:

[TransactionList.TypeShortName] != 'Invoice' 

That is, the Short Name is not equal to 'Invoice' and Click OK.

In the Formatting Rule Sheet Editor, set the Visible format to No, and name the conditional format:

Click Close to return to the Formatting Rules Editor, and apply the newly created formatting rule to the control:

and finally click OK

Set up Integration in Spindle Document Distribution Tools

Set its type to "Basic Statement"

Add this to the Chase letter Document Operation(s):

Knowledge Base Article Details