Collections Report

Collections Report

  1. Each Friday, create a current Collections Report.
  2. When you get ready to create the report, you will need to change the fields as follows:
    • End Date: Select a date well beyond the final invoice date due (about 3 or 4 months ahead)
    • Agent: Use drop down menu and select your name
    • Type: Use drop down menu and select your name
    • Click on View Report
    • When you are satisfied with the report, export to a PDF
    • Save the PDF as "CollectionsReport_YearMonthDate"

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