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Credit and Collections

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Posted on by 7

We are currently looking into the credit and collections module. What i am missing in the workspace is an overview of the invoices in aging data or for example task. 

Seems like it is only on customer level. Or i am missing something? 

  • Karin Hellberg Profile Picture
    Karin Hellberg 7 on at
    RE: Credit and Collections

    Yes, i know that i can create an task for each voucher. But i would like an report off tasks that are linked to an voucher and not to customer.

    As one customer can have many different invoices, and the status can vary on invoices.

  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 16,455 Most Valuable Professional on at
    RE: Credit and Collections

    Ageing data is seen in per customer OOB. But you can create task on each ageing record.

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