Collections

Collections combines live ConnectWise accounts-receivable aging with local follow-up notes, expected dates, statuses, and payment-plan records. Access is restricted to approved users.

Read the Headline#

The page summarizes total A/R, past-due balances, balances over 60 days, and the over-60 percentage. Client ranking and risk indicators help prioritize follow-up.

Important basis difference:

• the over-60 percentage uses net totals, including credits;
• ranked client dollars use gross amounts owed, excluding credits.

Use How it works or the page guidance before reconciling those figures as if they used the same denominator.

Find a Client#

1. Choose Past due (31+), Over 60, or All clients.
2. Search by client or sales context.
3. Expand the client row.
4. Review aging buckets and invoice-level balances before changing workflow status.

The live invoice and aging facts come from ConnectWise. Tracker fields shown with them are RevTracker state.

Maintain Follow-Up#

For an expanded client, update the applicable workflow fields:

• status;
• last contact date;
• client notes and action items;
• next follow-up date;
• payment-plan summary;
• escalation or resolution information.

Use factual notes. Do not store credentials, payment-card data, or unrelated sensitive information.

Expected Payment Dates#

Invoice expected dates and notes belong to the individual invoice. A past expected date is highlighted separately from normal outstanding status. When an invoice pays and leaves open A/R, its saved tracker metadata can remain for workflow history.

Payment Plans#

Payment-plan installments are stored locally by client. Add each due amount and date, record receipts when they occur, and mark an installment paid only from verified payment evidence.

Changing a payment-plan row does not post a payment or alter the ConnectWise invoice. ConnectWise remains authoritative for cash application and open balance.

Contact the Sales Rep#

Where a sales-rep email is available, the mail action opens a prepared message with the current aging context. Review recipients, amounts, dates, and notes before sending; RevTracker does not send the email automatically.

Export#

The Collections export uses the current filtered client list. Before exporting:

1. Refresh live A/R.
2. Select the intended filter.
3. Clear search if the file should include the full selected population.
4. Confirm the on-screen client count.

When Numbers Do Not Match#

Check the as-of time, open-balance basis, credit treatment, selected client filter, and whether ConnectWise was refreshed. Escalate unexplained source differences instead of changing local tracker notes to force a match.