Table of Contents
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Overview
The Unpaid collections screen is used to view and update information on invoices in the Collections sub module. Scroll through the documents by using the Display Documents and Sort By fields at the top of the screen. They control which documents can be scrolled through and in what order they will be displayed. You will only see one document at a time for an overall picture you need to print the Delinquent Report from this report you can pinpoint the items that will need your attention and then use this screen to work the collection.
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Detail
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Much of the information on the Unpaid Collections screen cannot be changed. Changes are only allowed to the:
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Choose Unpaid Collections from the Collections submenu on the ARV menu.
Choose which documents to view from the Display Documents drop down list.
Choose to sort the documents by document date or due date.
The documents will automatically be displayed one at a time. Scroll through them to review them and make contact with the customer for information on payment.
Update the Follow up Date with the next invoice review date. Press F9 to view a small calendar to select the date.
Update the Cash Expected with the date of expected payment from the customer. Press F9 to view a small calendar to select the date.
Enter the Delinquent code, if it is not already entered, to indicate a reason why the customer is paying the invoice late.
Use the Personal Info tab to make notes about the person who is the contact. Often times, a friendly and personal touch with a person helps establish a better relationship, which may result in a faster payment.
Click on the save icon to save the changes.
Use the record navigation buttons on the tool bar to move on to the next invoice.
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