Billing > Send late payment reminders (Collection Assistant)


Send late payment reminders (Collection Assistant)

The Collection Assistant tool helps you send late payment reminder statements for overdue bills.

This topic covers:

        From the Billing view of Billing

        From the Tools view of Tools

        Filter the list of files

        Send late payment reminder

        Send invoices

        Multi-select and Include inactive files

 

From the Billing view of Billing

        Select a file and click Collection Assistant in the bottom right-hand corner

 

Or, from the Tools view of Tools

        Click the Collection Assistant icon

Filter the list of files



        Filter to those that have not received any payment recently (e.g. in the last 30 days) and have an outstanding balance of more than zero (or another selected or entered amount).

For example, if you set the filter to 30 days, a file will be listed if its bill was posted over 30 days ago and nothing has been paid within the last 30 days. It would not be listed if that bill was partially or fully paid last week. A file whose only bill was posted less than 30 days ago will not be listed.

While you work from this window, files vanish from the list as you send reminders on them.

Send late payment reminder

        To send a "late payment reminder" email to a primary client, select a file and click Create Late Payment Reminder.

Send invoices

        To send a "late payment reminder" email with outstanding invoices attached to a primary client, select the file and click Resend Invoice.

 

Multi Select and Include inactive files

        To attach multiple invoices to your email, select the multi-select   icon.

        Hold down the "Ctrl" key and click the invoices in the list you want to attach to your email.

OR

        "Shift-Click" if you want to select consecutive invoices.

o        Click the first invoice and scroll to the last invoice, hold down the "Shift" key. The first and last invoices are selected and  all invoices in between.

        Click Create Late Payment Reminder or Resend Invoice to create emails. You can save the emails in draft (for review) or send them directly to the client.

        Click Include inactive files to make sure nothing slips through the cracks and you get paid for all outstanding invoices.

        View your bills and payments (includes WIP files/clients list)


Amicus Cloud (July 2023)

Copyright