Collection Level Analysis

Explanation

Use this activity to monitor customer invoices/installments which have reached or exceed the collection level. The collection level is the reminder level when the company starts the debt collection routine. Information such as due date, the last reminder date or the open amount of the item is displayed in this page. If the item is included in one or several payments in preliminary, approved or cancelled state then information about these payments can be retrieved.

It is possible to enter and view notes connected to the customer or to the invoice that has reached the collection level. You can also change the ledger status or the bad debt level of a selected item(s) using the bad debt management option.

To analyze items which have reached or exceed the collection level:

Prerequisites

This activity requires that customer invoices/installments; exist which have reached or exceed the reminder level which is defined as collection level in the connected reminder template.

System Effects

As a result of this activity those items which have reached or exceed the collection level will be displayed - regardless of the current payment status of the item.