Collections
Overview
The “Collections” tab allows you to search through outstanding invoices to easily view and interact with them without having to go to the Customer’s profiles individually.
Detail
To search for a specific invoice
-Select Applicable Filters
Click the statement and/or documents options in the upper right determine if you would like to include when when emailing the invoice.
-Click Search
Right click int the grid to see additional options.
Carvin Software LLC