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Collections Activity Notes

The Collections Activity Notes option is used to enter notes for each customer based on collections calls made. You may also view and print the customer's open transactions from this option. These notes can be printed in the Collections Report.

Available Actions

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Changing

Printing

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Collections Activities Fields

Customer	The customer ID and name.
Sales ID	The sales rep for the customer.
Contact	The credit contact name.
Terms	The invoice terms.
Phone	The credit contact phone number.
Grace Days	The number of days to extend the payment due date.

Line item detail:

Date - The date the collections activity note was entered.
Time - The time the collections activity note was entered.
Who - The initials of the user that entered the note.
Note - The collections activity note.

Security Required : Receivables - Credit Management