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Part 7 – Accounting - 31 -
In this example, Mr. XXXX has three past-due invoices. His “Credit Limit Exceeded” indicator is lit as is the “Call
Supervisor”. (see Accounting Setup for instructions regarding the indicators.)
Click the Collections button (in
the button row at the bottom of
the form) to display a list of
collections attempts, logged
telephone conversations, and
formal Dunning Letters that have
been sent to this customer.
In this example, there are three past-due invoices. Each has incurred attempts to collect.
The top invoice in the list of
past due invoices has been
selected by clicking the mouse
anywhere on the desired invoice
line.
There are two collection
attempts for this invoice. The
top one is the most recent.
Quantrac 2005 created this entry
when a Dunning Letter was
created and printed.
The second attempt was a phone
call with notes about the success
or failure of the attempt.
You have the ability of displaying only Unpaid Invoices, Paid Invoice, or All Invoices simultaneously. From here,
you can review a customer’s payment and collections history for any invoice ever submitted for payment and
recorded in the system.
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