Collections

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Collections in EZ360PM are the workflows you use to reduce outstanding receivables: consistent invoicing, follow-ups, statements, and credit hygiene.

Recommended workflow

  1. Keep invoice status accurate: Draft → Sent → Paid (or Partially paid). Avoid leaving invoices in Draft after sending externally.
  2. Use A/R Aging weekly: prioritize the oldest balances and high-dollar accounts.
  3. Send statements: summarize open invoices for a client and confirm payment method / timing.
  4. Apply credits: if a client has credit, apply it before chasing payment for a balance that can be reduced internally.

Practical tips

  • Keep contact info complete (billing email/phone) on the Client record.
  • Standardize invoice numbers so clients can reference them easily.
  • Avoid "surprise" invoices: invoice at consistent intervals (weekly/biweekly/monthly) for service work.
See also:
A/R Aging Statements Client credits