Collection process/tracking

You’ve come to the right place for help, @kbsmith5012. We have a solution that allows you to easily record your customers' past-due invoices and print them on the Collections Report. I’ll guide you through the detailed steps to make this process smooth and straightforward.

You can use the Notes feature in the Customer profile to jot down important info. Here’s how to do it:
 

1. Go to the Customers & Leads menu and click on Customers.
2. Find your customer in the list and give their name a click.
3. Select the invoice and hit Edit.
4. Scroll down to the Note to Customer field and add your details.
   
   
   
   
5. Don’t forget to click Save before you close the page.

Now, let’s get your Collections Report ready for printing:
 

1. Head over to the Reports menu and type Collections Report in the search bar.
2. Click on the Customize button.
3. Hit Change Columns and check the box next to Client/Vendor Message.
   
   
   
   
4. Finally, click Run Report to see it.

For printing, please refer to the screenshot below for additional guidance.

If you have any follow-up questions about recording and printing of past-due invoices for your Collections Report, feel free to reach out, @kbsmith5012. I’m here to provide support and ensure you can complete this task efficiently!