Page 70 - Unanet AE: Introduction to Project Management

Managing Collections
Collections can be managed using the tabs in the right pane when clicking an invoice
row. Additionally, multiple invoices can be selected if you wish to queue invoice emails
or reminder emails using Email Delivery (located on the toolbar).

Below is a list of tools for managing collections.

• Transactions - Review related transactions by clicking the edit pencil icon to open
the transaction record.
• Comments - Make ongoing comments regarding collection efforts, etc.
• Note: Other users can also interact with this comment thread which is helpful for
collaboration.
• Notes - Enter notes related to collection efforts, etc.
• Documents - Review and manage Documents related to the invoice.
• Delivery/Payment - Send and manage invoice and reminder emails or view the
invoice online. Optionally override Delivery/Payment settings per invoice.
Note: This tab requires Invoice Delivery/Payments setup via Accounts
Receivable > Delivery/Payments.
• Email History - Review detailed tracking on previously emailed invoices.
• Note: This tab requires Invoice Delivery/Payments setup via Accounts
Receivable > Delivery/Payments.
• Email Delivery (toolbar) - Use to send invoice or reminder emails for multiple
invoices by checking invoice rows.

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