Need help setting up your A/R & Collections Management System? You've come to the right place. From adding your collections representatives to making sure your exception lists are up to date, here's everything you need to have your add-in up and running.
Introduction
Setting Up Collection Representatives
Debt Collection Quick Setup
Generating Exception Lists
Navigating Your Exception List
Navigating Your Exception Manager
Creating Contact Events
How To Write Off Remaining Amounts
Introduction
Setting Up Collections Representatives
Debt Collection Quick Setup
Generating Exception Lists
Navigating Your Exception List
Navigating Your Exception Manager
Creating Contact Events