Payment Follow Up

From Wiki-eostar.com
Jump to: navigation, search

The Payment Follow Up Screen provides users a central location to quickly view and follow up on open customer charges.

Users are offered a list of open accounts and given the ability to enter follow up notes for each account, set a next call date, and designate a follow up employee.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.