Hero | he·ro : (n) a person who is admired or idealized for courage, outstanding achievements, or noble qualities.

A Visionary hero: a person, using the Visionary 360 methodologies, who has taken their company to new boundaries and achievements.

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How to stop all proceedings for a client (Multiple Invoice Tickets)
Updated on February 11, 2024

 

Q.  How do I stop all Collections actions for a client?  (Single or Multiple past due invoices)

A.  To immediately stop all proceedings for a single client,  change the Company Finance Status for the client to “Active”.

Note:  Should the client have another invoice that come past due, the system upon creating a new ticket will also put the company finance status back to “Delinquent”  and any tickets currently on the board will be re-activated.