Collection Manager

How Do I...

The Collection Manager is available from the Analysis menu. Use this tool to display the aging status of your customers using a graphic as well as a numerical analysis list. Transactions that can be included are any open invoices.

You can use the Collection Manager to print collection letters for customers with overdue accounts.

Note: If you are using the batch-posting method, you must first post all transactions to get an accurate representation of your customers' payment status.

The toolbar at the top of the window contains the following buttons: Close, Event, Select, Print, Graph or Numeric, Bracket, Source, Detail, Letter, and Help.

Windows

Numeric window

Bracket

Customer Due window