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Overview:

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  • Group invoices you want a customer to act on, for example:
    • Record collection activities and group invoices that you expect customers to act on together (e.g., invoices customers promised to pay because of a collection call).
  • Create or modify notes, assigning an Action Code and Action Date to an employee for follow up activity.
  • Assign a date and code to a note for follow up activity.
  • Assign an action to an employee within your company.
  • Issue a credit memo.
  • Assign to a customer a “hold” status.

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  • View several customer receivable records at once with the Grid View option in the top block of the window.

Benefits:

  • Track open collection notes and review outstanding AR Invoices
  • Generate AR Statements to send to customers
  • Issue credit memos
  • Issues/review customer hold status

Roles:

  • Accounts Receivable Clerk

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