You can manage various collection activities by invoices that are listed in the Invoices reports. You can select one or more invoices to manage these activities.

• Followup Email: To send an email, click Followup Email. Optionally, use an existing email template and placeholders to streamline your message. For more information, see, Email templates.

• Add Note: To add an internal note, click Add Note, refer to specific line items, and optionally, set and schedule a reminder for follow-up tasks.

• Escalate: To escalate, click Escalate, refer to specific line items, and optionally, set and schedule a reminder for follow-up tasks.

• Create Task: To create a follow-up task, click Create Task, enter the task details, assign an owner and due date.

• Flag Invoice: To flag for follow-up, click Flag Invoice and then add comments about why the invoice is flagged. Click Unflag Invoice to remove the flag.

• Pause Strategy: To pause collection follow-up activities, click Pause Strategy. Click Resume Strategy to resume activities.