LP3 – Collect Account Steps

Collect Account Menu will take you to the Collection Status & Delinquency Screen

Collections Status and Delinquency Screen allows you to view how many accounts are past due and how long have they been past due by months. It also allows you to setup collection options to start collecting the past due accounts.

Basic Options Section

This allows you to chose how to begin your collections of past due accounts. If you start right at the current settings, the software will bring up every past due customer for you to call and gather contact/promise to pay commitments. You can chose to start at any past due month 1 to 5. Click Work Basic Option

Accounts Worked Today

Accounts worked today sections lets you see by month, how many people are past due and how many of those people have there been collection attempts on today What percentage of the total have been collected on today.

Work Basic Option, takes you right into the customer record to begin calling customer. Enter the call by clicking contact at the bottom. Put in the software who you spoke with and they committed to a payment date.