IMOS - Invoice Actions

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.

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Logging Invoice Actions

To log invoice actions, in the Receivables Summary and Payables Summary, click the Notes link on the invoice line.

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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.