The Collections screen groups open invoices so you can work an account at a time and record what was said on each call.
Step 1 – Open Collections
In the left-hand menu, click Collections. Use the Client / Debtor toggle to choose how rows are grouped. Most collectors work by Debtor, so every invoice owed by one payer is together.
Step 2 – Narrow the list
- Use the search box to jump to one invoice. It matches invoice numbers and reference numbers.
- Click Filter to narrow the list. The badge shows how many filters are active.
- Each row shows the number of open invoices in brackets, with Call Back Date, Will Pay Date and the aging balances.
1 Collections · 2 Client / Debtor toggle · 3 Filter · 4 Search invoice number · 5 Expand a row · 6 Select invoices · 7 Call Back and Will Pay dates · 8 Update · 9 Export Invoices
Step 3 – Record a collection note
- Click the + beside a row to expand it. Invoice detail loads only when a row is expanded, which is what keeps the screen fast.
- Select the invoices you want to note.
- Click Update, enter the note, and set the Call Back Date or Will Pay Date where the debtor has committed to one.
- Click Update to save. The note is written to every invoice you selected.
1 Selected invoices · 2 Ineligible and Disputed · 3 Notes · 4 Collection Status · 5 Call Back Date · 6 Will Pay Date · 7 Labels · 8 Update
Export Invoices downloads the list you are looking at.