Accounting AR

4:10

Record Invoice Collection Activities

Record Invoice Collection Activities

1. Accounting Menu > Accounts Receivable > Work Queues > Collection Queue.  The Collections Q window will open
2. Click on the Filters icon and select criteria to narrow your results.  The grid will automatically update to include results that fit the criteria you have selected
3. Highlight the Invoice in the grid for which you would like create a Collection Activity, and from the grid Extended Menu, choose one of the default options
   • Follow Up in 7 Days
   • Follow Up
   • Send to Collections
   • Send Cancellation Notice
   • Print 30 Day Collection Notice
   • Print 60 Day Collection Notice
   • Print 90 Day Collection Notice
   • Print 120 Day Collection Notice
   • Print Collection Form
4. Complete any fields in the pop up window that appears and click OK
5. A Collection Activity is created and will appear in the Collection Activity grid.  You may drill into any Collection Activity to Edit
6. For more detailed Collection Activities, you may alternatively highlight the Invoice for which you would like to create a Collection Activity and click the ADD button in the Collection Activity grid.  An Activity: Add window will open.  Add details and click the SAVE icon
   • Note: Collection Activities will appear on the Customer form > Activities tab

If you do not have permission to view the Collections Queue, you may still enter a Collection Activity:

1. Open the Customer form > Activities tab
2. Click the ADD icon in the Activities grid.  An Activity: Add window will open
3. Select Collections from the Activity Type drop down menu and complete other fields as desired
4. SAVE the form