Adding Action Items from the Invoices Screen

Procedure

To add action items from the Invoices screen:

1. Search for an invoice. How?

2. In the Search Results section, select the invoices for which you want to create an action item. You can select multiple invoices from multiple pages if you are creating the same action for them.

Note: To select all invoices on a page, select the check box at the top of the column.

3. Click Create New Action.
   The Invoice Action screen appears with the selected invoices listed at the top of the screen.

4. From the Action list, select from the list of action items.

Note:  If you select Print, Send Fax, or Send E-mail, the Correspondence Information section of the screen appears.

5. For correspondence actions, in the Correspondence Information section, select the template, contact type and category, and whether or not the contact is primary. The contact type and category describe the contact for the invoice who is to receive the correspondence.

6. In Priority, you can select a priority of either low, medium, or high.

7. In Action Item Date, you can enter or select the action item due date. By default, this field displays the current date. The action item appears in the work queue on the date you select.

8. In the Description box, enter a description of the action. The Description appears as the Action Item Name on the Collection Activity screen.

9. To enter a note, in the Notes section, select either the Customer or Invoice option button and click in the text box to type in the note. Customer notes are associated with the customer, while invoice notes are only available when viewing the invoices for which the note is added. More

   Tip

   Customer Notes appear in the Customer Analysis Notes feature or on the Customer Profile Notes tab on the Collection Activity screen for the customer.

   Invoice Notes appear on the Invoices screen using the Notes icon, on the Invoice Details screen in the Notes section, or on the Collection Activity screen using the Notes icon.

Tip

Customer Notes appear in the Notes feature of the Customer Analysis or Automated Decisions modules, or the Customer Notes tab of the Customer Profile section on the Collection Activity screen.

Invoice Notes appear on the Invoice Details screen, or on the Collection Activity screen using the Notes icon when the invoice has current or past due action items in your work queue.

10. To add the action item, click Save.
    The action item you add appears in your Work Queue on the due date you enter for the action.