CRM › Utilities
Utility Collections
What is past due and what to do next: notices, late fees, arrangements, disconnects, write-offs.
In CRM → Utilities · 3 screens
ViewCollections WorklistEvery account with money past due, worst first, with the next step: a notice, a final notice, a disconnect order — or, for life support, a call. Run collections to send the notices and charge the late fees.OpenViewPayment ArrangementsPast-due balances split into installments: requested from the portal or set up by staff, paid down by payments, broken when one is missed.OpenViewCollection ActionsThe collections trail: every notice (and whether it was emailed or printed), late fee, arrangement, disconnect, block and write-off.Open
Columns, fields and actions
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| Collections Worklist | Read-only list | Every account with money past due, worst first, with the next step: a notice, a final notice, a disconnect order — or, for life support, a call. Run collections to send the notices and charge the late fees. | 11 | 0 | 6 |
| Payment Arrangements | Read-only list | Past-due balances split into installments: requested from the portal or set up by staff, paid down by payments, broken when one is missed. | 9 | 0 | 4 |
| Collection Actions | Read-only list | The collections trail: every notice (and whether it was emailed or printed), late fee, arrangement, disconnect, block and write-off. | 8 | 0 | 0 |