Collections
- Stephen Juliano (Unlicensed)
- Colleen Juliano
- Stephen Juliano
Overview
The collections sub module allows tracking of invoices that become delinquent after a certain date. By tracking these invoices more closely, the user can work with the customer to obtain payment more quickly. Invoices are placed into the collections module by using the “Move Documents To:” Collections screen or using the Account Inquiry screen. The “Move Documents To:” Collections screen allows entry of criteria to select a range of documents.
Once in the collections module, use the Unpaid Collections screen to review each document. Enter notes about the document like expected payment date and a code that indicates the reason the invoice is delinquent. A report grouping the invoices by delinquent reason can be printed.
To use the Collections sub module, you enter Delinquent codes using the Delinquent Codes screen. These are used to identify the reasons an invoice is being paid late. Documents are automatically removed from the collections module when they are paid in full using the Cash Receipts process.
