Login to Your Account
Version 2013 Closeups -- Attach Multiple Invoices to Collections Email
The Collections system of Receivables Management has several new features in Version 2013. One of these is the ability to easily attach multiple documets from the customer's account to an email.
With this new feature, collections team members can initiate an email to a customer that is past due, key in a message for the customer contact, and then select several open transactions to be automatically generated and attached to the email. It is no longer necessary to print the documents to a PDF and list them as an attachment, followed by deleting the extra PDF files.
Of course, the email transmission is recorded in the collections history for the account.
This new feature and many more are documented in Accolade's new book Version 2013 Unleashed.