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:

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