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Collection Action Codes

Owned by Kyle Niekamp
Last updated: 06 22, 2022 by Claire Aleman

Overview:

The Collection Action Codes window allows you to create action codes to utilize during the collection process for individual or groups of invoices. Action Codes are linked to Collection Invoice Notes, providing a mechanism to categorize/report on collection notes,  and track what action was taken during the customer follow up. In this window, you can also query open account receivable invoices by their associated action code.

Benefits:

  • Allows you to categorize collection activities for review/reporting purposes
  • Ability to query invoices by action codes

Roles:

  • Accounts Receivable Manager

Location:

  • Billing & Accounts Receivable > Setup > Collection Action Codes

Video:

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