2
Credit & Collection team need the ability to enter notes & attachments on posted invoice journals.
This will help the team to keep track on activities taken to collect the open AR invoice.
The aim is to get these notes also displayed in the AR aged detailed report to view the actual action taken on these invoices (e.g. communication with customer, issue with invoice, etc.).
STATUS DETAILS
Declined
Administrator on 7/11/2023 8:41:39 PM
The Credit and collections modules uses Activities (Actions, Events, Tasks, Appointments) to help with this type of information. Communication with a customer can be tracked per transaction when added from the Collections form.