Collections (Pro)

The Collections page has a grid that lists all collection queues created in the setup. The grid shows these columns: Name — This is the name of the collection queue from the queue’s setup. Description — This is the description of the collection...

If using Auto Sequenced Queues on the Collections Queue Setup, browse to Setup > Utilities > Automation. Switch Auto Sequence Collection Queues to On. This runs a job each night to move customers in and out of queues automatically. By default, this ...

Use the Collections Status page to add, edit, and remove collection statuses. Collection statuses identify what queue customers are in. This page has a grid with these columns: Status Name — This is a text field. Status Description — Th...

The Customer page has a Collections tab. This shows the collection activities that have been performed for this customer with the following columns: Activity Date — Date and time of activity Status — Status associated with the activity when it ...

The Collections Queue is for organizing, managing, and prioritizing the collections your business will use for customers. Use this to create and edit your collection queues. To create or edit these, users must have the Collections role. This is...

Collection activities record actions taken by users while trying to collect on a customer. You can add a collection activity from either the collection queue or the customer’s detail page on the Collections tab. Click the Add Activity button: C...

When a statement is sent to a customer (through the automated statement functionality or through the customer’s Invoices tab), Managely records a collection activity that shows a statement was sent. This activity records the collection status of t...

Sequenced collection queues have the Auto Sequence Queue? switch turned to yes. These automatically pull customers into the queue based on that customer’s balance and how past due they are. There are multiple checks performed to automatically plac...