Collections in AR – Terminology

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• It contains the calculated aged balances for a customer at a point in time. This information is displayed on the Aged balances list page and on the Collections page.
• These are queries that define a group of customer records that can be displayed and managed for collections or aging processes. Use them to filter information on the Aged balances, Collections activities, and Collections cases list pages.
• Determines the customer pools that are available to filter information on the collections list pages and on the Collections page. It is a person who works with customers to make sure that payments are collected in a timely manner.
• help you organize collection information. Available are Aged balances, Collections activities, Collection cases.
• Used to view, manage, and take action on collections information, activities, and cases for a customer.