Move Documents to Collections

Owned by Stephen Juliano (Unlicensed)
Last updated: Jul 06, 2022 by Colleen Juliano
2 min read

Overview

Unpaid invoices are moved to the Collections sub module by means of the Move to Collections screen or directly from the customer inquiry screen.  The Move to Collections screen works on a macro level you can choose 3 different criteria to select how invoices are to be moved to the collections module.  Individually an invoice can be moved from the Customer account inquiry screen.  When an invoice is past do a Yellow link will appear asking if you would like to move this document to collections.  Once an invoice is placed in collections, it remains there until it is paid in full.  The invoice can be viewed in all other areas of TRX Enterprise and reprinted as well.

Detail

 

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?”