Invoices & PaymentsUpdated May 2026
Collections
How to use the Collections module to manage overdue invoice follow-ups.
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Overview
Collections is a workflow tool for following up on overdue invoices. You can log contact attempts, set follow-up reminders, and track the outcome of your collection efforts.
Collection Record Fields
| Field | Required | Description |
|---|---|---|
Customer | The customer with the overdue invoice. | |
Invoice | The specific invoice being followed up. | |
Contact Date | The date you contacted the customer. | |
Contact Method | — | How you contacted them (phone, email, letter). |
Notes | — | What was discussed or any commitments made. |
Follow-up Date | — | When to follow up again if not resolved. |
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