Using the Collection Manager

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The Collection Manager provides numerical and graphical analysis of your accounts receivable, or the money owed to you. You can zoom in on various aging brackets. There are four aging brackets in Sage 50. By default, they are 0-30 days, 31-60, 61-90, and over 90. You can drill down to various levels of detail to see balances for a customer and even to see the original invoice. In addition, you can check off a batch of customers to send collection letters to.

Click a column in the graph to see the customers and invoices that make up that column. You can do the same thing in the Numeric display of this data.

Select the check boxes beside those customers to whom you want to send a collection letter; then select the Letter button at the top of the window.

To see just the totals for a single customer, highlight the customer, and click the Source button. To see the original invoice, highlight the transaction, and click the Detail button or just double-click the transaction.