...
AR > Collections > Move Document to Collections
All overdue Documents – Choosing this option will move any overdue documents system wide into the collections sub module.
Documents with Balances Greater than – Choosing this option will bring up a sub selection option that will allow you to enter what the minimum balance of an overdue document should be.
Documents with a date between – This will bring up all overdue items with a due date between the dates that you enter in the dates sub selection menu that appears when choosing this option.
To Move Invoices to Collections – option 1
Go to the AR > Collections > Move Documents To menu
Document selection - select from: All Over Due Documents, Documents with a Balance Greater Than a certain amount, or Documents with a Due Date between a date ranges.
Amount or Date Range - depending on the Document Selection Choice these sub selection choices will be made available to you.
Move Documents - Icon to submit your selection and move documents to collections
To Move Invoices to Collections – option 2
From the customer Account Inquiry screen you can choose and invoice that is over to and move it to the collections sub-module by pressing the yellow “move this document to collections icon.
Note: A preview report is displayed showing the invoices that will be moved to the Collections sub module. Press on Yes when asked “Are sure you want to move the invoices to Collections?”
...