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Collections

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.

 

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