Account is active.
Account is paid.
Account is on delinquent credit hold.
Account is past due.
Will stay active.
Will go on hold after an invoice(s) reaches 60 day old and is over $500.
Will go on hold after an invoice(s) reaches 90 days and is over $1k.
Will go on hold after an invoice(s) reaches 30 days and is over $500.
Sending strategic letters to customers.
Sending invoice copies to customers.
Coding a dispute in GetPaid.
Sending statements to customers.
To notify the customer that we have a problem.
To get approval from credit manager to send a final demand letter or attorney demand letter.
To request that the branch pick up equipment.
To request job information from the branch.
Add a history note entering the amount they promised to pay.
Select dial left message and note account.
Add a history note, select invoices and promise to pay button, then manually advance account.
Select dial incoming, select invoices and promise to pay button, then enter detailed notes.
Here's an interesting quiz for you.