Accounting Collection Calls |
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Accounting Collection Calls |
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Accounting Collection Calls |
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Accounting Collection Calls |
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Usage:
Creating accounting collection calls helps you to setup a list of collection calls automatically. This feature utilizes the built-in queries to find the customers with past due balances. You will have the option to select a Past Due Period and the minimum balance to prevent calling customers with smaller balances.
Navigation: Automated Services from the Side Bar menu, then click Collection Calls
Collection Calls
1.Click on the Collection Calls option in the Automated Services section from the Side Bar menu.
Create Collection Calls form 2.Select which Past Due Period to use. 3.Set a Minimum Balance. 4.You may choose to Delete Previous Pending Collection Calls when creating new ones. 5.Click |
See also:
Customer Retention Calls
