Overview

The Debt Collection module consists of these forms:

• Generate Calls - View a list of overdue customers based on various criteria. Use this form to automatically generate debt collection calls, with the additional option to pre-fill these calls with detail on the overdue amounts and Invoice numbers. This form also enables you to reassign the person in your company who is responsible for debt collection from the selected customers.
• Communication - Keeps track of all communication to and from the customer. Communication records can be automatically-generated from the Generate Calls form or you can enter them.
• Follow-up - Keeps track of all tasks required to collect the outstanding amount from the customer. Follow-ups provide the ability to set reminders so that debt collection personnel are up to date with the tasks they need to perform.

Communications and follow-ups provide a total history of the debt collection process.