Searching for Receivables by Collection Action

After 30 days, your collection process probably has certain steps that you take or activities that you preform, such as:

1. Call customer/adjuster for payment.
2. Mail a letter and second invoice.
3. Send registered letter and third invoice.
4. And then maybe some sort of legal action.

What ever your process is you need to tell Chronicle what those activities are in the Main System Setup. The Collections Manager reads the list in the Main System Setup so you can choose the activity you need.

 When in the Collections Manager you will see something like this:

This customization creates the possibility to search for receivables by what stage of collections they are in. To find a particular collection action, in the Receivables to View section, in the Current Action field, select the collection action you wish to see.