With Invoice Actions, you can set up the types of actions that can be logged; you might record past or future actions relating to the collection or payment process.
Setting Up Invoice Actions
To set up Invoice Actions to be logged:
In the Financials module center , under Setup, click Invoice Actions.
Logging Invoice Actions
- To open a separate Invoice Actions form, click the Notes hyperlink on the invoice line.
- To open Invoice Actions in the bottom half of the summary, click Display Options at the top right and click Invoice Actions. Then click an invoice line.
Select a Follow-Up Action; fields are provided to record notes and manually track paid and outstanding amounts.
You can also select Follow-up columns in the Summary to create List Views that show follow-up activities organized by follow-up date.