RB User Guide > Receivables > Collection Follow-up

Following up on collection promises

RB9 only

Pull up the past action and/or remind list to keep collection tasks on track. Record client responses and promises, and set reminders for further follow up, if necessary.

1. Receivables > Collection Follow-up
2. In the Search By pane, no specific filter is required, but you must use at least one of the date search filters:

• Remind Date From/Remind Date To

  Enter dates in either one or both of these fields, or click each field’s  to select date(s) in Date Navigator. Remind dates are set in a firm’s Collections pane. See Recording collections efforts.

• Action Type

  In the Lookup Action Type popup, uncheck the Action Type box, then check the box(es) of the action type(s) you want to view. Click OK.

• Action Date From/Action Date To

  Enter dates in either one or both of these fields, or click each field’s  to select date(s) in Date Navigator.

• Collector

  Click to select a resource in charge of collecting overdue payments. See Looking up resources.

3. Click . RB9 lists all of the clients with dates that meet the search criteria.
4. Click a hyperlinked firm to view the firm’s collection history.
5. Click Edit in the View Firm window to record your current collection effort. See Recording collections efforts.

Reference

• Collections
• Collections workflow
• Date Navigator

Step-by-step instructions

• Recording collections efforts
• Looking up resources