Setup Collections |
Previous Top Next |
Menu Navigation
Setup ... Application ... Collections
About Topic
Use this screen to set up collections information for your business. The Setup Collections screen has been divided into several categories, each containing important settings. Select the category on the left side of the screen, and the settings for that section will appear on the right.
Keep in mind that not all sections may apply to your business. In addition, the sections in the setup list may be hidden based on the features included with your license and/or general options not chosen.
In this Topic
Field by Field Help - Setup Collections screen
Related Topics
9.9 Collections
Field by Field Help - Setup Collections screen
Show the Collections features of the application
When checked, the collections features of the application will be enabled. Uncheck to hide these features and any others dependent upon collections capabilites. You must close and re-open the software to have these changes take effect.
File Export Format
Select the format in which to export your past due information if you want to send it to a third party company for processing.
Activate Optical Mark Recognition feature on Past Due Notices
If checked, OCR marking will be printed on Past Due Notices using the OCR settings from the Setup BIlling screen.
Preview
Click this button to preview the selected form on-screen with the settings as displayed.
Document Type
Select the type of collections document you want to edit/view information about.
Past Due Notice Header
The title to be used when printing past due collection notices.
Print Watermark Image
If checked, the program will print the company watermark image in the background of the document. The watermark image is set in the Setup Company section.
Print Logo Image
If checked, the program will print the company logo on the upper left of the document. The company logo is set in the Setup Company section.
Print Bar Codes
If checked, the program will print postal barcode for quicker delivery and customer barcode for remittance processing on the past due notice.
Print Company Name
If checked, the program will print the company name and address on the upper left of the document. Leave this value unchecked for pre printed forms.
Hide all Graphics
If checked, the program will not print any graphic items on the document. Select this option for pre printed forms.
Workstation Setup
These settings are saved for each workstation
Form Type to Use
The form to use when printing past due notices. Choose a form number and its description will appear to the right.
Printer to Use
Select the printer to use when printing past due notices on this workstation. If blank, the program will print to the default printer.
|
|
|
| © 2015 - Intellisoft Solutions, Inc. All rights reserved. | |
| Other Related Links | |
| Business Software | Cellular Software | Pager Software | Business Management Software |