Step 1. Using the menu bar on the left, click on Collections. You can filter by client or debtor and the system will default to filter out any collections updated today.
Step 2. The recommended view for collections is shown below, filtered by Debtor and Invoice age - oldest to the top. This gives you a visual of all invoices owed, one debtor at a time. When you call for a collection status, select the invoices you're needing to notate by clicking the check box to the left of the invoices and click update.
Step 3. Once you click update, a new window from the side will pop out and this is where you can enter the collection note. Then, click update at the bottom to save the information.
*Please note - this information will be saved on all selected invoices.