Adding Notes for Invoices from Collection Activity

Procedure

You can select multiple invoices and add a note that is associated with all the selected invoices. Or, you add a note that is associated with only one invoice.
 

To add notes for invoices from Collection Activity:

1. Access the collection activities. How?

2. If you are in Distinct Action Item view, select either All or Latest action per invoice from the Action Item View list and click Search. You cannot add notes when in Distinct customer action view.

3. Select the check boxes for one or more invoices for which you want to add the same note, and click the note icon for one of the invoices. The note icon is yellow if the invoice already has a note added, and gray if no note has been added.

Note: You can select multiple invoices from different pages. To add the note for all invoices across all pages, click Select All.

4. In the Add Note section of the window, add the text for your note. If your administrator has defined Auto Text for notes, click Auto Text and select the pre-defined text from the list. You can modify the pre-defined text if needed.

Note: When you save the note, it is automatically time-stamped and indicates you are the author, so there is no need to enter this information.

5. Do one of the following:

• If you selected a single invoice, click Save.

• If you selected multiple invoices, click Copy To All to copy the note to all selected invoices.

The note icon turns yellow in any row that has an action item for the invoice, indicating that the invoice has a note. The note also appears in the Notes section of the Invoice details screen in the Customer Analysis module.