Collections

Collections

To view a videos tutorial on AR Collections, click HERE.

When performing collections activities in ServMan, you will primarily use two (2) screens: A/Inquiry List and A/R Inquiry Detail. The A/R Inquiry List displays a list of clients that have outstanding balances. You can use sort the list by aging bracket, total balance, or any other column simply by double-clicking the column header. This allow you to target customer with the oldest outstanding balances, largest outstanding balances, or whatever method you prefer.

The A/R Inquiry Detail screen provides detailed receivables information for a single client. The Open Balances tab displays all open receivables giving you quick access to this specific invoices when speaking with the client.

The typical collections workflow most clients use follows the steps below.

1. Click Update Inquiry List on the A/R Navigator.
2. Click Yes to confirm the update. The A/R Inquiry List SmartView is displayed.
3. Click Start Search. This displays all accounts who have an outstanding balance.
4. Double-click an entry to display the A/R Inquiry Detail.
5. Select the Contacts tab to view a list of account contacts and contact information.
6. Call the client.
7. Select the Open Balances tab to review open invoices while speaking with the client.
8. Select the Notes tab to document the call.