Overview:
For situations where customers are overdue on payments and follow up is needed, this video walks through the process of creating a new invoice note, and documenting the follow up for future reference. Invoice notes can then be managed and optionally viewed on workbench panel reports.
Benefits:
- Track communications/follow up with customers
- Document what type of action was taken and the outcome
- Ability to create multiple notes on a single invoice or a single note on multiple invoices
Roles:
- Accounts Receivable Clerk
- Accounts Receivable Manager
Additional Content
- N/A
Location:
- Billing & Accounts Receivable > Manage AR Status > Manage Customer Receivables
Video: