The Clients Sent to Collections Report is a client report that displays a list of clients who became eligible to be sent to Aldous & Associates for collections during the specified report period. Clients are eligible to be sent to collections when they have a negative balance on their account and haven’t made a payment for 90 days or more.This article describes how to view the Clients Sent to Collections Report and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.
In this article:
To view the Clients Sent to Collections Report:
- Click the App Drawer button .
- In the App Drawer, click View All.
- In the list, click Reports. You can filter the list by entering Reports into the Search field.
- On the Reports menu, click Clients.
- On the Clients menu, click Clients Sent to Collections. The Clients Sent to Collections Report is displayed.
Summary cards in the Clients Sent to Collections Report:The summary cards at the top of the page provide an overview of the key information in the report.
|Total Clients||The total number of clients who were sent to collections. Note that if a client was sent to collections multiple times during the selected report period, each time counts towards this total.|
|Total Amount Reported||The total overdue amount reported to Aldous.|
Headings in the Clients Sent to Collections Report:
|Date Added||The date that the client was added to this report.|
|Past Due Since||The due date of the overdue amount.|
|Location||The business name of the client’s home location. This column is only displayed if your business has more than one location.|
|Client UID||The client ID of the client.|
|Client||The full name of the client. You can navigate to the client’s profile by clicking the link in their name.|
|Street Address||The client’s address.|
|City||The client’s city, state, and country.|
|ZIP Code||The client’s ZIP code.|
|Cell Number||The cell phone number of the client.|
|Amount Reported to Collections||The amount that was reported to Aldous to be collected from the client.|
|The client’s email address.|
|Status||The client’s current status for collections. Possible statuses are:|
|Client Date of Birth||The client’s date of birth.|
|Client Since Date||The registration date of the client.|
Advanced filters in the Clients Sent to Collections Report:
|Locations||Use this filter to determine which locations to include in the report.|
|Client Types||Use this filter to determine which clients to include in the report based on their client type.|
|Groups||Use this filter to determine which clients to include in the report based on their client group.|
NoteThis filter will pull any relevant information from the available fields. For example, if you filter for groups A, B, and C, the filter will find clients from group A, group B, group C, and any combination thereof, as opposed to only finding clients who belong to all three groups.