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Work the collections list

The collections workbench surfaces every customer with overdue invoices, ranked by what’s most at risk, so you can chase payment systematically — send a reminder, log a promise to pay, or assign an owner.

Intermediate2 steps~3 min
1

Open the collections workbench.

From Accounts Receivable, choose Collections. Each row is a customer with an overdue balance, days past due, last reminder, and a risk indicator.

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Open the collections workbench.
2

Take a collection action.

Open a customer to record an action: send a dunning reminder (English or Arabic template), log a promise to pay with a date, raise a dispute, or assign an owner.

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Take a collection action.