As I’ve assumed more of the collections duties at my company, I’ve found a number of shortcuts that may be of use to others who receive requests for invoice copies or statements.
However, you can also run individualized statements (and AR aging reports, if those make more sense to your customers) directly from the Customer Maintenance Invoice screen:
The only shortcoming of MAS in this regarding is the inability to print an “amount-due invoice” that reflects payment(s) already received. However, I have written just such a form, and CS3 Technology has someone on their staff that would be more than happy to write one for you – you just have to ask them to modify your existing invoice form, or create a new form based upon your current one - and make sure you tell them I sent you!
Hopefully you will find something here that will make your collections tasks a little easier for you!
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