Clearnox helps you easily identify and track your collection cases so you can manage unpaid invoices more efficiently.
How to spot invoices in collection?
Invoices in collection are easy to recognize in the Clearnox interface thanks to the scale icon ⚖️.
1. From the customer record, in the account overview section:
2. On the Track > Due dates page:
3. On the Scenario Actions page:
How to find all collection cases to manage and track them?
The page Track > Data Export shows all your collection cases.
To find them quickly, select 'Collection Case' as the type in the 'Type' filter and click the “FILTER” button.
You can also display and export a list of invoices in collection by following these steps:
Go to the page Track > Due dates,
Select the filter ‘In collection or not’ and choose ‘In collection’.
Click the “FILTER” button to display the collection items. Use the export button if you want to download the list to share it internally or with an external party.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article