Chat with our AI agent
ID604
Create /Close AR Tasks for Delinquent Accounts
Output Type: Data Push & Email

Auto creates and closes AR Tasks to your Accounts Receivable Console when account is past due and/or when invoice past due. Can also auto close other task types your staff uses once account is no longer past due. 

Related Alerts
ID # Description Notes Required
ID21 AR Past Due Customer Not Contacted No
ID627 Create an ARTask for any UnApplied Payment No
ID182 Past Due Activities from the AR Console Tasks > VariableW Days No

Juice Agent - Powered by GPT4 and augmented with everything we know

Loading...