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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- Billing & Accounts Receivable > Manage A/R Status > Manager Customer Receivables
Video:
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