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Collection Activity  Overview

Overview

 

The Collection Activity screen organizes your collections work into a table of discreet action items based on your business strategies. You can use these action items to perform the following collection activities:

  • Record promises, including multi-payment promises and promises for multiple invoices

  • Submit disputes

  • Add notes for invoices

  • Add follow-up actions for invoices

  • Write off invoices

  • Send correspondence from invoice action items, such as email, print, or fax correspondence, without review or edit

  • Generate correspondence from invoice action item so that you can review or edit the correspondence before sending it

Collection Activity versus invoices feature

From Collection Activity, you can perform collection activities for all invoices that have action items that are currently due or past due. To perform collection activities for any open invoice for a customer, use the Invoice feature of the Customer Analysis module.

Button descriptions and action items views

Click here to see a screen shot describing the buttons and action item views on the Collection Activity screen.

Invoice Information from the Collection Activity Screen

From the Collection Activity screen you can view the following invoice information:

  • Invoice level notes

  • Summary information for any promises and disputes entered for invoices in your work queue

  • Invoice details

  • Contact information for the invoice

  • Historical action information

  • Total amount due for invoices that you select

Click here to view a screen shot showing the information you can view on the Collection Activity screen.

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