Printing Collections Activity Notes

1. After selecting a customer (see Using Collection Activity option), command options will appear to allow you to Print(Z) the statement that lists the open invoices with the collection activities notes and an optional message.

2. You will be given an option to add another note to the report. This note will appear at the bottom of the report.

3. Command options will appear allowing you to print or choose from a set of other print options.

The output report includes the following:

Header information

• Your company name and fax number. 
• The statement date and page number, if there is more than one page of notes.
• To - The bill-to customer name, address, and credit contact.

Detail section one: Open Invoices

• Date - The invoice date and/or collection activity note date. 
• Invoice - The invoice number.
• Due Date - The invoice due date.
• Amount - The open balance of the invoice.
• Total - Total of all open invoices.

Detail section two: Collection Activity Notes

• The date the collection note was entered.
• The initials of the user that entered the notes.
• The collection activity note.
• The optional message.

Note: Only open invoice and credit invoices will be displayed. Other open transactions are not included. For a list of all open transactions refer to Receivable Inquiry, or any of the statement formats.

For more information on the Collections Activity Notes option see Collections Activity.

Security Required : Receivables - Credit Management