Turn an overdue invoice into a follow-up plan

Collections Manager brings open invoices, aging, and follow-up status together. Use the overdue totals to prioritize the worklist, then locate the invoice you want to follow up.

Here is a two-thousand-dollar invoice balance for Cedar Grove. Open its collection record to document the next step.

Set Promise to Pay, assign the collector, and record the phone conversation. Enter a two-thousand-dollar promise for October twentieth and a dated follow-up action. Then save the collection record to QuickBooks.

The worklist now shows two thousand dollars promised. The invoice retains its collection record, giving the next person the status and context needed to continue the follow-up.