Make the Switch Over to Using Collection Plans

As word gets out about how much time is saved and the real word data is coming in on how Collection Plans dramatically reduces days to pay, more and more users have asked how to make the switch to using a Collection Plan.

(For information on how to install some sample Collection Plans, see this post)

The first step is to assign a customer to a Collection plan. To do this individually, open Collection Main for that customer, and click on the Blue Expansion arrow.

Within this window, enter the Collection Plan ID you want to assign the customer to, and what step in the plan to start them out on (this can differ depending on how you have your plan setup). When satisfied, click Save.

To run the plan for this customer for the first time, go to Sales pane —> Transactions —> Collection Plan Processing. Click once on the Customer ID in the top table. On the Bottom of the window, mark the check boxes next to the invoices you want to put on the plan (if you want all of them, which generally you would, click on Select —> All Invoices). Next, check the box “Custom Action ID” and set it to the desired current plan step. Then click “Process this Customer”

You will receive confirmation that the customer was processed.

Now when you click on the customer again, you will see that their invoices are all now on plan, and so long as the conditions of the plan are met, the next action ID in line should be showing.