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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.
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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?”
