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Collection Action Types

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

Overview:

The Collection Action Types window allows you to summarize invoice amounts for invoices with collection activity. After creating an Action Type, you can use the Action Type to categorize collection activities in the Action Codes window. Once you summarize invoice amounts, the summary appears in the Manage Customer Receivables window. Action Types provide an attribute on open collection notes which serve to track what action was taken during the interaction with the customer.

Benefits:

  • Allows you to categorize collection activities for review/reporting purposes

Roles:

  • Accounts Receivable Manager

Location:

  • Billing & Accounts Receivable > Setup > Collection Action Types

Video:

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