Reports for Collection Activity

There are several reports available to assist with collections. Press F2 from the Billing Folder > Collections > Select Invoices section to run them.

• Aged Accounts Receivable can produce a variety of account aging reports, depending on the criteria you specify prior to printing. Use it to identify unpaid invoices at various stages along the collection process.
• Collection Stats provides information on the progress of collections by listing delinquent invoices, amount due, the most recent collection action, and the date the action was taken.
• Collection Notes prints a list by account, showing the contents of the response memo field for delinquent invoices.
• Collection Letters prints the collection memo as a letter addressed to the responsible party for each delinquent invoice.
• Statement Aged prints statements that summarize all outstanding processed invoices with aging, and can be used as a cover page when sending multiple invoices to a company.