Final Demand Letters for ECI RockSolid MAX
Every account past your final notice, with its balance in RockSolid MAX, its lien deadlines and any guaranty on file. The collection file assembled from the record, the demand letter drafted, and the referral decided and tracked by your credit manager.
Collections & ARUpdated Nov 202620 ERPs
See it work on RockSolid MAX.
Click through the steps. Fictional data, in RockSolid MAX’s terms; the real thing runs on RockSolid MAX.
| Customer | Balance | Beyond terms | Final notice | Lien deadline | Guaranty |
|---|---|---|---|---|---|
| Summit Ridge Homes | $27,415.80 | 84 days | Sep 13 | Nov 9 · 18 days | Signed |
| Copper Creek Exteriors | $11,660.25 | 82 days | Sep 15 | Passed Oct 1 | Signed |
| Ferry St Renovations | $4,870.00 | 71 days | Sep 26 | None open | Signed |
| Delgado Tile & Stone | $2,140.00 | 63 days | Oct 4 | None open | None |
Every account whose final notice date has passed, with lien deadlines and guaranties beside the balance.
The problem, as it happens in RockSolid MAX.
The account is ninety days out, the dunning letters have gone unanswered, and the decision to send it to collections gets made on a Friday by whoever is angriest. The file an agency or an attorney needs is in four places: the signed credit application and guaranty in a drawer, the invoices in RockSolid MAX document storage, the signed tickets in a scan folder, the letters in someone’s sent mail.
So the account sits at ninety days for another ninety while the file waits, and the lien deadline on its biggest job passes in the meantime. Once an account is placed, nobody tracks it: what the agency collected, what it kept, and whether the balance was written off in RockSolid MAX, and by whom.
How it works.
- 1
Accounts past the final notice
Every account whose final notice date has passed without payment, with the balance, the days beyond Net 30, the lien deadlines open on its jobs and whether a guaranty is on file, nearest deadline first. Who is on the list is set by your policy, never by a model.
- 2
The collection file is assembled
The signed credit application and any personal guaranty, each open invoice from RockSolid MAX document storage with its signed delivery ticket, every statement and letter sent with its date, and the history of payments and promises. One indexed PDF, ready for an agency or an attorney.
- 3
The demand is drafted
A formal demand naming the invoices, the balance, the notices already sent and a date to pay by, addressed to the business and to the guarantor where there is one. A rule refuses any figure that isn’t on the customer account. Your credit manager reviews it and sends it.
- 4
The referral is decided and tracked
When the date passes, your credit manager chooses: refer to your agency, refer to your attorney, file the lien, or propose a write-off. Each placement is tracked to what was recovered and what it cost. A write-off goes to the controller with the file and is posted in RockSolid MAX by your team.
How it connects to RockSolid MAX.
Lunica reads RockSolid MAX’s open items, payments and the customer account through RockSolid MAX’s reporting access, under an account that can only read, confirmed at onboarding, with invoice copies and signed tickets from RockSolid MAX document storage. The credit application and guaranty come from the application on file, signed online or scanned from paper; the letters come from the dunning log, promises from the collections desk and lien deadlines from the notice calendar.
Nothing is written to RockSolid MAX and nothing is sent on its own. The demand letter is a draft until a person sends it, and the file goes to an agency or an attorney only when a person sends it. A hold, a write-off or a note on the account is entered in RockSolid MAX by your team. Each placement, recovery and fee is recorded against the account in Lunica.
What a week looks like.
- Every account past its final notice on one list, nearest lien deadline first.
- The collection file assembled in minutes: application, invoices, tickets, letters.
- Demand letters that name the guarantor and every invoice, checked against the record.
- Each referral tracked to what it recovered, what it cost and what was written off.
Questions about final demand letters on RockSolid MAX.
Does Lunica send accounts to collections?
No. It assembles the file and drafts the demand. Your credit manager decides whether to refer the account and to whom, and sends it.
What goes in the collection file?
The signed credit application and any personal guaranty, each open invoice with its signed delivery ticket, the statements and letters sent with their dates, payments and promises, and the notes on the account. One indexed PDF.
Does the demand letter name the guarantor?
Where the credit application on file carries a signed personal guaranty, yes, and the guarantor gets a copy. Where there is none, the letter doesn’t mention one.
What about lien rights?
Open lien deadlines on the account’s jobs sit beside the balance, and the account with the nearest one is first on the list, so the lien decision is made before the deadline, not after.
What does the letter say about legal action?
Only what your policy allows and your team intends to do. The wording is a spec your admins edit, with history and revert, and your attorney can review it before it is used.
Does it write off the balance in RockSolid MAX?
No. A write-off is proposed to the controller with the file and the reason, and posted in RockSolid MAX by your team. The decision is recorded against the account.
Can we see what our agency recovers?
Yes. Each placement records who it went to, when, the amount placed, what has been recovered and the fee, from the remittances your team keys.
Does it need a server?
Lunica runs on one server inside your network that connects out to ECI’s hosted RockSolid MAX, set up and maintained by Lunica. It reads ECI RockSolid MAX through RockSolid MAX’s reporting access, under an account that can only read, confirmed at onboarding. There is no inbound connection from outside your network.
What does Lunica read in RockSolid MAX?
The customer account, open items and terms, purchase orders and receipts, the item record, quotes and order history, as each workflow needs them. Read-only, and only the rows a task is about.
Can it post to RockSolid MAX?
Nothing lands in RockSolid MAX without a person. What belongs in RockSolid MAX goes back as a RockSolid MAX import where one exists, or keyed by your team from what Lunica prepared.
What about our documents?
Invoice copies and scans keep living in RockSolid MAX document storage. Lunica reads them when a workflow needs one and never writes to them.
The same workflow, on another ERP.
Final Demand Letters is written for every system on the list. You’re reading the RockSolid MAX version.
See it on your RockSolid MAX data.
Thirty minutes. We walk the workflow on RockSolid MAX data, then map it to yours.