Client Management Collections Understanding the Collection Queue
Understanding the Collection Queue (continued)
Customer# - This is the billing customer number.
Name – This is the Customer Name found on the customer Setup Information form.
Phone – The phone number displayed is the Phone 1 field for the Primary Bill To for the customer.
Last Activity – The last Collection Activity performed for the collection customer. This field is automatically updated when a User enters a Collection Event and selects a collection activity.
Follow Up – This field is manually updated by the User. Follow up dates are entered when creating a Collection Event; this is the next date the User should work with the collection customer.
Status – This is the current collection status of the customer. Collection statuses may be manually changed when creating a Collection Event. If the customer was previously in a less or more delinquent collection queue, the last collection status assigned to the customer will be displayed.
Amount Due – This is the total amount due on the customer account which is a total of all amounts in each aging bucket less any credits on the customer account.
Credits – This column displays the total amount of credits on the customer account including unapplied cash, advance deposits and unapplied credit memos.
Aging Columns – Amounts will be displayed in each column for the total invoice amounts due in each of the aging buckets.