Process single allows you to select a few transactions for processing with the flexibility to add specific dates and notes in relation to that account rendered record as you process it.
- Run your account rendered search and select records for single processing
- Click “Process Single” button. This will open the A/R processing screen
- Clicking the blue invoice number hyperlink will open the Account Rendered Maintenance screen
- Add debt collection notes by clicking on the A/R notes tab and the green plus. This will open the “Add new note” screen
- Add note and click “Save & Close”
In the Account Rendered Maintenance screen, you can also produce a Payment Agreement Document and record payment terms.
Example of Payment Agreement Document:
Complete the required fields in the A/R Processing screen shown below.
- Status - use the dropdown menu to move the A/R to the next status, if desired
- Next Action Date – either advance the next action date a certain number of days or pick a date using the date picker
- If processing an email, SMS (text message) or a document ensure you select a template from the dropdown menu. (See administration settings for template maintenance)
- Click “Create” to generate an email and/or a document
- Click “Send Now” to send SMS
NOTE: If the email address or phone number information is missing, this can be filled in if available at this stage and ticking the “Save changes to contact details” box will save this information back to the client profile.
- Click “A/R statement” to produce an account rendered in PDF form
- When finished updating details on the A/R processing screen click “Process & Save” - this will then move to the next record
- Click “Skip” to move forward to the next record if the current record on the screen needs no changes/actions or maintenance (via the hyperlink)
- Click “Close” to shut down the A/R processing screen – ending your process single session