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Pro Gold i2 Online User Manual

 

Chapter 19 - Creating an Invoice/Establishing Agent Receivable Balances

Manage Receivable Icon

  • Print Individual Customer (i.e., Agent) and Receivable Summary Statement
  • Specify desired invoice date range upon entering (Note:  Start Date determines the amount of  invoice history to appear in the statements)
  • Click on “Select Records” button
  • Select desired agent account to review  (Note: Only accounts with balances appear in initial customer list [select “All” to see/print all accounts)])
  • Click on “Print” button to display following print options:
    • Print summary receivables report (i.e., Accounts Receivable Statement Summary)
      • By account summary listing (Good bottom line management report)
    • Print individual customer statements (i.e., Agent Billing Statement)
      • Current account status
    • Print reminder letters
      • Reminder Letter -  Over 30 days
      • Past Due Letter -    Over 60 days
      • Collection Letter -  Over 90 days