CRM › Utility Collections

Collections Worklist

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.

Where to find it

Module: CRM
Group: Utilities
Section: Utility Collections
Screen: Collections Worklist

Address in the console: /crm/util-collections

Read-only list · 11 columns · 6 actions

This list is read-only: its records are written by the work that produces them. A correction, where one is possible at all, is made where the record was created.

What the list shows

These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.

Column	Kind	Field name
Account	Code	`account_no`
Customer	Text	`customer_name`
Past due	Amount	`past_due`
Over 60	Amount	`over_60`
Over 90	Amount	`over_90`
Days	Number	`days_past_due`
Next step	Status	`next_step`
Arrangement	Status	`arrangement_status`
Life support	Yes or no	`life_support`
Last action	Status	`last_action`
On	Date and time	`last_action_at`

What you can do here

Run collections primary

On the toolbar, above the list.

Asks for confirmation: Send the notices that are due and charge the late fees? Each happens once per bill.

Account 360

On each row of the list.

Payment arrangement

On each row of the list. Offered only on records where it applies.

Asks for: Account Installments* Down payment First due

Disconnect order

On each row of the list. Offered only on records where it applies.

Asks for confirmation: Raise a disconnect-for-non-payment order for this account?

Asks for: When Note

Hold collections

On each row of the list.

Asks for: Until* Why

Write off

On each row of the list. Offered only on records where it applies.

Asks for confirmation: Write what this account owes off to bad debt?

Asks for: Why*

* required

The rules that apply here

Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:

Narrowing a list — search, conditions, sort, totals, export and saved views.
What may be changed — the five grounds a record may not be edited on.
Companies and business units — what the switcher above this list is doing to it.

Beside it in Utility Collections

ViewPayment ArrangementsOpen ViewCollection ActionsOpen

Walk through this screen step by step