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GP collection management

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Posted on by Community Member Microsoft Employee

Question for a user of the GP Collection Management module. User enters a note, on 2/1, with an action ID of promise to pay for client A, which was setup with a follow up action days of 7 days. That user's task list will show this promise to pay action starting on 2/8, a week from when the promise to pay note was created.

If client A makes the promised payment in 4 days, on 2/5, and the payment was properly applied and posted in the GP cash receipts modules on 2/5, is there a way for the task list not to list this promise to pay action? Can the completed check box be setup to be automatically checked and there fore not apper on that user' task list, if the payment was made by the client?

If this cannot be automated, what is best practice for a collector, so that they don't waste time on promise to pay tasks each day?

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Robyn 1,745 on at

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Re: GP collection management

On the tasks window you can click the Mark Paid button and it will go through all Promise to Pay and if the associated invoices are now a current balance of zero mark the task as completed.