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Feature Details

Module: Credit and collections
First Available In 10.0.40
Find out more at https://go.microsoft.com/fwlink/?linkid=2237795Lifecycle State: Can Be Disabled:

Content Author Info

Created By Nathan Clouse
Created On 2024-06-23
Updated By Nathan Clouse
Update On 2024-06-23

This workspace gives the collections coordinator a new timeline view of invoices, payments, activities and collection letters sent to a customer. A summary of a customer's payment history, credit and overdue amounts gives more in-depth information to help collection coordinators research past customer information. Contact information directly on the workspace page allows users to quickly generate blank emails or make phone calls to the customer or internal stakeholder on the customer account.