When you click the Collection button on the Client viewer's top button bar, the screen will toggle to display a collections processing view for this client.This view lets you drill down to invoice detail, receivables, and collections notes for this customer.
When you click the Collection button on the Client viewer's top button bar, the screen will toggle to display a collections processing view for this client.
The Collection button on New Call's side button bar may also be used to access this screen.
Click the Parent button to return to the main Client screen.
This view is divided into three sections; each is discussed below.
When you initially access the Collections view, the upper section of the screen displays a collection summary for this client.
Collections Summary:
These display-only fields are maintained by the system based on Client and AR History.
Credit Limit: High Balance:
Days To Pay (This Year): High Balance Date:
Days To Pay (Last Year:
Days to Pay is the average time between the Invoice Date and the Cash Receipt entry.
Past Due:
1-30 Days - 31-60 Days - 61-90 Days - Over 90 Days - Total Past Due:
This summary is based on the Invoices' Due Dates relative to today. Only those invoices at least one day past due are included in this summary.
The All / Open Invoice button lets you toggle the middle section of the screen between All Invoices and Open (unpaid) Invoices. This pane can also be used to view paid invoices by clicking the All/Open Invoices button and then using the right-click list pane filtering to filter on 0.00 in the Amount Due column.
Click the View All Notes button to display all collection notes for this client. Click the Parent button to return to the Collections screen. Click Client Collections Notes for details on using this specialized screen.
When clicked, this button will launch Book Viewer with the current Client Id filled in. The Book Viewer may be used to assemble invoices and other collateral as a package that can be then e-mailed to the Client.
When this button is clicked, a customer statement report will be launched with the Client Id completed. By default, Report Customer Statements (RCUSTSTMNT) will be launched,but a registry option allows a different report to be launched instead.
When the Collections screen is first displayed, the middle portion of the screen displays a list of Open invoices for this Client. Both Sales and NON-sales typed invoices (credit memos, debit memos, finance charge invoices, and "unapplied cash" invoice records) that may be relevant to the overall collection perspective will appear.
If you double-click on an invoice line, the Collections screen will display:
The Invoice header information displays here.
You may click the Add Note button to add a special collection note. Click Client Collections Notes for details on using this specialized screen.
If Invoice archiving is implemented on your system, click the Show Invoice button to display the actual invoice. If you choose to e-mail this invoice to your client, the e-mail address and subject line will default from the Collections Email and Collections Subject fields on the Client main screen. See Registry Entry System Email for information on e-mail configuration.
This section lists all transactions pertaining to this Invoice.
The Collection Notes for this invoice.
Click the Parent button to return to the main Collections view.
When the Collections screen is first displayed, this section displays the list of payments received from this Client (including sales journal cash receipts). The payments are listed in descending order by Invoice number. If you wish to change this order, clicking a column header selects the column to order by - clicking again reverses the order (descending/ascending). The Job Id, Work Order, and Client Order Id’s (if applicable) are listed for each receipt.