Send an unpaid invoice to collections

When an invoice is not paid after a period of time, you may need to use a collections agency to collect payment. If successful, the collections agency usually retains a percentage of the payment for their services. If you receive a normal payment from the account, you must enable the Administrative Option setting Allow Application of Payments and Credits on Invoices Sent to Collection to process the payment. You can still add or modify the notes on an invoice record after the invoice is sent to collections.

Caution: Once a payment is sent to collections, only an Accounts Receivables administrator or a user with FH administrative access can recall the invoice from collections.

  1. (If one is not open already) Open an existing invoice.

    Warning: Select the invoice carefully. Once a payment is sent to collections, administrative access is required to reverse the status.

  2. Choose Form → Mark Invoice As → Sent to Collection.

    A warning dialog box that the payment is about to be sent to a collection agency appears.

  3. Click Yes.

    The Date Sent to Collection and Agency File No. fields appear in the upper right corner of the Invoice dialog box.

  4. (Optional) Change the date to the left of Date sent to Collection, or click the lookup button and use the calendar that appears to select the date.
  5. In Agency File No., enter the number assigned to the invoice by the collection agency.
  6. In the Invoice dialog box, click Save, and then click Close.