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ID211 - Past Due Customers but only Finance Charges Past Due Overview & Sample:

ID211 will notify your A/R department of customers whose only past due balance(s) are finance charge invoices.

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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts

 

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Overview

Overview

ID211 will notify your A/R department of customers whose only past due balance(s) are finance charge invoices.

Want to clean up A/R accounts that only have finance charges, keeping them on the past due list, holding up orders and service calls?  This alert will provide you with a list of accounts to clean up.

Maybe you want to collect on those finance charges.  This list would provide customers you might want to send a “canned” message to, along with a statement showing those charges.

 

Run Schedule:  Daily afternoons

Type of Output: Email

 

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Sample

Sample

ID211_Screenshot.jpg

 

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Variables

Variables

This alert has no variables

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Alert Functionality

Alert Functionality

1. The alert triggers for customers where the only invoices that are past due are for finance charges:

211_financecharges.png

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Best Practices & Tips

Best Practices & Tips

1. See our documentation here on how to process finance charges.

 

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Related Alerts

Related Alerts

ID690 - Payments received for finance charge invoices.

 

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