Dos and Don'ts of Collections Plan


  • Assign a collections plan at the customer level if you want all the customer’s existing and new invoices to be included in the email notifications.
  • If you have multiple subsidiaries, select the appropriate billing portal when you create/edit a collections plan.
  • Create/assign a collections plan at an invoice level if you want it to apply only to a selected receivable.
  • Review the customers assigned to the default plan before transferring the default setting to another plan because all payers set to the first default plan will automatically be moved to the new one.
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