Unpaid Collections

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

Table of Contents

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.

Detail

 

AR > Collections > Unpaid Collections

Much of the information on the Unpaid Collections screen cannot be changed.  Changes are only allowed to the:

  • Follow Up Date - indicates the next date customer contact is desired regarding the unpaid invoice.

  • Cash Expected Date - date the customer has indicated for receipt of payment on the invoice.

  • Delinquent code - used to represent the reason the invoice is late

  • The Personal Info – Information entered on the Personal Info tab  

While viewing an invoice, reprint the invoice by clicking the report icon on the right of the toolbar.

The user can choose to print a customer statement by clicking on the report icon to the left of Reprint invoice toolbar. 

To Use the Unpaid Collections screen

  1. Choose Unpaid Collections from the Collections submenu on the ARV menu.

  2. Choose which documents to view from the Display Documents drop down list.

  3. Choose to sort the documents by document date or due date.

  4. 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.

  5. Update the Follow up Date with the next invoice review date.  Press F9 to view a small calendar to select the date.

  6. Update the Cash Expected with the date of expected payment from the customer.  Press F9 to view a small calendar to select the date.

  7. Enter the Delinquent code, if it is not already entered, to indicate a reason why the customer is paying the invoice late.

  8. 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.

  9. Click on the save icon to save the changes.

  10. Use the record navigation buttons on the tool bar to move on to the next invoice.

There are several tabs on the Unpaid Collections screen, which display more information on the customer.  Drill down to the Customer Account Inquiry screen by double-clicking on the customer name.

Document History

The Document History tab shows the history of the document being viewed.  Any payments or credits are shown here to indicate how the current balance of the document was obtained.

Document Notes

This tab shows all notes entered for the invoice.  More notes can be entered here as well.  Notes can be printed on the Customer Aging report if requested.

Days To Pay

This indicates the Average Days to pay for the last six months.  This is the same information that is displayed on the Credit History tab of the Customer Account Inquiry screen.

Other Open Documents

This tab displays other unpaid documents for this customer.  The user can choose to display all open documents, just those in the Collections sub module or ones not yet in the Collections sub module.