Contact Customer & Create Invoice Note

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: