Collections Statements

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 the customer; the date and time the statement was sent; and the user that sent the statement. If the customer was sent a statement via the statement automation process, the user is recorded as the “system”.

Was this article helpful? If not, please let us know below!
Thank you for your feedback!
User Icon

Thank you! We appreciate your feedback.