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Collections

Generate a report of all clients that are scheduled to be sent for collections.

Reports

Reports

Click on the Reports Link

Collections

Collections

Click on Collections

Note: Use the Navigation Sidebar to quickly navigate to other Reports without having to return to the main Reports page.

Generate Report

Generate Report

Clients Reported For Collections

This option generates a list of all clients whom have been marked as being placed into collections.  This report will just list the clients whom have been placed into collections, it does not actually send the list anywhere.  You will have to hire your own collections agency and send this list to them.

  1. Choose Clients Reported For Collections from the drop-down menu.
  2. Click on Generate Report.

Clients Reported For Collections With Invoices Older Than "X" Days

This option generates a list of all clients whom have been marked as being placed into collections and have one or more invoices with due dates that are past due a certain amount of days (this number of days is entered by you).  This report will just list the clients whom have been placed into collections, it does not actually send the list anywhere.  You will have to hire your own collections agency and send this list to them.

  1. Choose Clients Reported For Collections With Invoices Older Than "X" Days from the drop-down menu.
  2. Enter the number of days overdue you want to report on.
  3. Click on Generate Report.

Clients Tagged For Collections

This option generates a list of all clients whom have been flagged to be placed into collections.

  1. Choose Clients Eligible For Collections from the drop-down menu.
  2. Select whether or not you want to mark these customers as being placed into collections.  Choose Yes to mark them as being placed into collections.  Choose No to leave them as flagged to be placed into collections.  Choosing Yes just adds them to the list of clients whom have been placed into collections, it does not actually send the list anywhere.  You will have to hire your own collections agency and send this list to them.
  3. Click on Generate Report.

Clients Tagged For Collections With Invoices Older Than "X" Days

This option generates a list of all clients whom have been flagged to be placed into collections and have one or more invoices with due dates that are past due a certain amount of days (this number of days is entered by you).

  1. Choose Clients Tagged For Collections With Invoices Older Than "X" Days from the drop-down menu.
  2. Select whether or not you want to mark these customers as being placed into collections.  Choose Yes to mark them as being placed into collections.  Choose No to leave them as flagged to be placed into collections.  Choosing Yes just adds them to the list of clients whom have been placed into collections, it does not actually send the list anywhere.  You will have to hire your own collections agency and send this list to them.
  3. Enter the number of days overdue you want to report on.
  4. Click on Generate Report.

Clients NOT Tagged For Collections With Invoices Older Than "X" Days

This option generates a list of all clients whom have one or more invoices with due dates that are past due a certain amount of days (this number of days is entered by you) and these clients have not yet been flagged to be placed into collections.  This report is fairly similar to the Accounts Receivable report, which shows you all invoices with due dates before a selected date.

  1. Choose Clients NOT Tagged For Collections With Invoices Older Than "X" Days from the drop-down menu.
  2. Select whether or not you want to flag these clients to be placed into collections.  Choose Yes to flag them to be placed into collections.  Choose No to leave them alone and not flag them as to be placed into collections.
  3. Enter the number of days overdue you want to report on.
  4. Click on Generate Report.

Generated Report

Generated Report

* The report displayed is from the "Clients Reported For Collections". There are multiple views of this report.

Note: You can export this report by selecting a format and clicking export.

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