Check Collection Level

Explanation

Use this activity to analyze whether payments have been received for invoices/installments which have reached or exceed the collection level. The retrieved information can be used before starting debt collection routines or to interrupt already started collection activities.

If the analyzed payments include items which have reached or exceed the collection level, detailed information on cash account, statement number, company, customer identity, invoice series id, invoice number, invoice version and installment id is displayed.

The collection level check can be performed for mixed payments and manual customer payments irrespective of the status of the payment.

Prerequisites

This activity requires that a collection level is defined in reminder templates, and that mixed or manual customer payments have been entered.

System Effects

As a result of this activity information will be displayed on matched items with collection level included in the analyzed payments.