Collections

Introduction

The Collections page is where posted invoices appear and are ready to be charged if a customer has a credit card on their account but do not have autopay set up. To reach the invoice page, click on the Billing dropdown then click on Collections. Clicking on the 3 lines on the top left of the page will expand the side menu for easier access.

Collections

The collections page is where customers who have credit cards on file can be charged after an invoice has been posted. If a customer has autopay set up, then the customers account will be charged automatically after the invoice has been posted. If a customer does not have a card on file, then the customer needs to be charged on the Bank Deposits page. For more information see the Bank Deposits and Receipts guide for charging an account with no card on file.