In the unfortunate instance that you must refer members or properties to collections, the platform makes it easy to download a consolidated history of billing events and communication events relative to that property for forwarding on to the right contact.
👉 Financial Dashboard ➡ Billing & Collections ➡ click Delinquent Accounts
Look for the legal symbol on the right side under the actions column.
This generates a PDF download that can be forwarded to your attorney or collections firm. It contains all contact info, charge history, and communication attempts necessary for a collections effort - making volunteer life easier by reducing time needed to coordinate.
