How do I add a note to my customer's account history?

If your business made a call, sent an email, had a face-to-face conversation or took any other receivables management action with your customer outside of the FG Receivables Manager, you can record it in your customer's Account History so that you have a complete communication history. To do this, use Add a Note feature.

Simply go to your customer's page in the FG Receivables Manager:

Scroll down to Account History and locate Add a Note on the right-hand side:

Document the receivables management action and then click Add to Customer History:

The most recent action or note will show at the top of the Account History:

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk