Collections Plus Fields

The Collections Plus home page contains the Reminders and Customer Statements sections. You can drill down from the home page to view:

The Collections Plus home page contains the following fields:

Field	Description
Company	Defaults to your current company. If you have multiple companies that you want to send reminders for, you can select a company from the list.

Reminders

The Reminders section of the Collections Plus page contains the following fields and buttons.

The Reminders section contains the following fields.

Field	Description
Attachments	The number of reminders that have Conga sales invoice templates attached.
Errors	The number of errors. Click to view details of the errors. For more information, see Reminder Error Details.
Excluded	The number of reminders excluded. Click to view details of the invoices that were excluded from the reminders process.
In Progress	This displays while reminders are being sent. Click this field to view the reminder details including the job status. For more information, see Reminders Fields
Rule Name	List of the reminder rules that you have set up, ordered by the number of days before or after the due date.
Sent	The number of reminders sent. Click to view details of the reminders that were sent. For more information, see Reminders Fields.
To Send	The number of reminders to be sent for each rule. You can click on this field to view details of the outstanding invoices. See Reminder Invoice Details.

The Reminders section contains the following buttons.

Button	Description
Send	Sends the reminders for the selected reminder rule.
Settings	Displays the Reminder Rules tab.
Step 1: Attach Document	Creates the sales invoice or billing document attachments, using the Conga template specified on the reminder rule. You cannot send reminders until you have attached the sales invoice templates. Note: This button only displays if you have configured reminders to attach sales invoices using Conga templates. When you click Step 1: Attach Document, the Conga template-based document is displayed in a window. You can configure the Clickjacking Protection Setting to allow opening of the Conga template-based document in a new tab. For more information, see Accounting Settings.
Step 2: Send	Sends reminders for the selected rule. You cannot send reminders if you have not attached the sales invoice templates. Note: This button only displays if you have configured reminders to attach sales invoices using Conga templates.

The Customer Statements section contains the following fields.

Field	Description
Errors	The number of errors. Click to view details of the errors. For more information, see Customer Statement Log Fields.
Excluded	The number of statements excluded. Click to view details of the accounts that were excluded from the statements process.
In Progress	This displays while customer statements are being sent. Click this field to view the statement details including the job status. For more information, see Customer Statement Log Fields.
Sent	The number of customer statements sent. Click to view details of the customer statements that were sent. For more information, see Customer Statement Log Fields.
Statement Name	The name of the statement rule.
To Send	The number of customers statements to be sent. You can click this field to view details of the accounts that statements will be sent to. For more information, see Statement Invoice Details.

The Customer Statements section contains the following buttons.

Button	Description
Send	Sends the customer statements for the statement rule.
Settings	Displays the Customer Statement Rules tab.

The Reminder Invoice Details page contains the following fields.

Field	Description
Account	Invoices are grouped by account name, sorted alphabetically.
Document Number	The auto-generated invoice number of the sales invoice or billing document.
Due Date	The date payment of the invoice is due.
Has Attachment	Indicates whether the sales invoice or billing document attachment has been created. This only displays if you have configured reminders to attach sales invoices or billing documents using Conga templates.
Home Outstanding Value	The outstanding amount in the home currency. The total outstanding amount for each account is also displayed.
Invoice Date	The date the invoice was created.
Invoice Total	The total invoice amount in the document currency.
Outstanding Value	The outstanding amount in the document currency.
Payment Status	The payment status of the invoice. Can be: Partially paid Unpaid
Period	The financial period the invoice was created in.
Reason For Exclusion	You can enter a reason for excluding an invoice from the reminder process. Up to 80 characters in length. The exclusion reason is displayed until you send the reminder.

The Reminder Invoice Details page contains the following buttons.

Button	Description
Back	Returns you to the Collections Plus page.
Conga Dashboard	This only displays if you have configured reminders to attach sales invoices or billing documents using Conga templates. Displays the Conga Batch Dashboard, which contains information about the Conga Batch jobs and your API usage.
Send Reminders	Sends reminders for the selected invoices. Clear the checkbox by the Invoice Number if you want to exclude an invoice from the reminder process.
Step 1: Attach Document	This only displays if you have configured reminders to attach sales invoices or billing documents using Conga templates. Creates the sales invoice or billing document attachments, using the Conga template specified on the reminder rule. You cannot send reminders until you have attached the sales invoices or billing documents.
Step 2: Send	This only displays if you have configured reminders to attach sales invoices or billing documents using Conga templates. Sends reminders for the selected rule. You cannot send reminders if you have not attached the sales invoices or billing documents.

The Reminder Error Details page contains the following fields.

Field	Description
Account	Invoices are grouped by account name, sorted alphabetically.
Document Number	The auto-generated invoice number.
Due Date	The date payment of the invoice is due.
Error	Displays the error type and the account it relates to. Click the error to view the account details.
Home Currency Outstanding Value	The outstanding invoice amount in the home currency. The total outstanding amount for each account is also displayed.
Invoice Date	The date the invoice was created.
Invoice Total	The total invoice amount in the document currency.
Outstanding Value	The outstanding amount in the document currency.
Payment Status	The payment status of the invoice. Can be: Partially paid Unpaid
Period	The financial period the invoice was created in.

The Reminder Error Details page contains the following buttons.

Button	Description
Back	Returns you to the Collections Plus page.
Send Reminders	Sends reminders for the selected invoices. If you have fixed the errors, you can use this to re-send the reminders.