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:
On the Financials menu , under Setup, click Invoice Actions.
Logging Invoice Actions
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 user views that show follow-up activities organized by follow-up date.
Adds an Invoice Action log to record follow-up activities for each invoice, where you can record past or future actions relating to the payment collection process. Also adds a Notes link to the Action column of the Receivables and Payables Summaries.
|If enabled, the Invoice Actions grid in Receivables Summary and Payables Summary is enabled even for invoices that have not yet been posted.