--- schema_version: "1" id: 56d8259b28342c18ed3bb7cbae53b2b969697e9f016f631f4b55a429d17bee80 title: Collections Specialist Console collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_collections_specialist_console.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_collections_specialist_console.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: cc78b049cd66fd40db77f496ace4c137cab83a1ac9ee7877d62b15abf83b224c description: Use the Collections Specialist Console to manage your day to day collections from a single screen. Track receivables, invoice aging, and payment promises, and take necessary action directly from the console. products: - Revenue Cloud release: "264" --- # Collections Specialist Console Use the Collections Specialist Console to manage your day to day collections from a single screen. Track receivables, invoice aging, and payment promises, and take necessary action directly from the console. ### Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Billing license. Contact your Salesforce account executive for more information.
From the App Launcher, find and select **Collections**. From the navigation bar, click **Collections Specialist Console**. If you don't see the console, ask your Salesforce admin to complete the setup first. See [Set Up the Collections Specialist Console](https://help.salesforce.com/s/articleView?id=ind.billing_collections_specialist_console_setup.htm&release=264.0.0&type=5 "Grant your collections team access to the Collections Specialist Console: turn on the tab and add the console to the Collections app."). ## Filters Use the Account and Currency filters to keep your whole team working from the same prioritized view, whether you're focused on one account or comparing several. To remove a filter, select **All Accounts** or **All Currencies**. If your Salesforce org has multiple currencies enabled, select a specific currency to see totals in the cards and charts. ## Summary Four cards show your overall receivables position at a glance. - **Outstanding Receivables**: Total unpaid, posted invoice balance, with the invoice count. - **Current Due**: Unpaid invoices due today or in the future. - **Overdue**: Unpaid invoices that are past due. - **Unapplied Payments**: Payments with available balance. **Outstanding Balance** totals unpaid invoices and debit memos for the selected account, minus unapplied credits and unapplied payments. ## Collection Progress Use the donut chart to compare your Recovered balance against your Outstanding balance for the selected account and currency. The chart shows the total amount you still need to recover, compared with how much you've already recovered. The chart records the total invoice balance from the collection plan item at the time of creation. View each balance's amount in the legend below the chart. ## My Tasks Review your open tasks linked to a collection plan. The console sorts these by due date to show what's due next. ## My Collection Plans Track your collection plans within the console. Use the sidebar card to see Open and Closed plan counts and access their details. The table below the tabs lists each plan's ID, due date, and account. Use the **Create Collection Plan** button to start a plan that isn't tied to a specific invoice selection. ## Invoice Aging and Payment Promises Charts Switch between two charts to identify outstanding balance concentrations and expected payments. View your unpaid invoice total across five overdue-day buckets (Current Due, 30 Days Overdue, 31 to 60 Days Overdue, 61 to 90 Days Overdue, and More Than 90 Days Overdue) in the Invoice Aging bar. Click a bucket to open a filtered list view of the underlying invoices. Group payment schedule items by status (Ready for Processing, Draft, Failed, and Processing) in the Payment Promises chart. Click a status to open a filtered list view. ## Invoice and Dispute Tabs Act on invoices and disputes using the three tabs. Each tab provides a list-view picker, a table of records, and an Open List View link. Scroll to load more rows automatically. | Tab | Shows | Available Actions | | --- | --- | --- | | Critical Follow-Ups | Posted invoices with a balance greater than 0, more than 30 days overdue | Create Collection Plan, Write Off Invoice, Create Task | | High-Value Overdue Invoices | Posted invoices with a balance greater than $2,000 | Send Reminder, Create Task, Create Collection Plan | | Invoice Disputes | Open disputes on invoices, shown as dispute records rather than invoice records | Send Reminder, Resolve Case, Create Task | Switch among prebuilt and custom views using each tab's list-view picker. Use the **Open List View** option to create a new view, edit an existing view's filters, or rename a view. It opens the list view page for that tab's records with your current view applied, so you can create, edit, and rename list views there. A renamed view keeps its new name on the console. To act on a row, select one or more records in a tab, and then click an action button. | Action | Description | | --- | --- | | Create Collection Plan | Select one or more invoices, then click **Create Collection Plan** to create a plan covering them. The button is unavailable if a selected invoice already has a linked collection plan. To create a plan without selecting invoices, use **Create Collection Plan** in My Collection Plans instead, or see [Create Collection Plans and Collection Plan Items](https://help.salesforce.com/s/articleView?id=ind.billing_collection_plans_and_plan_items_create.htm&release=264.0.0&type=5 "Create collection plans for accounts to help your collections reps track and resolve unpaid invoices. Create collection plan items for unpaid invoices that are related to the collection plan's account, enabling your collections rep to focus on the payment collection for individual invoices.") to build one field at a time. | | Write Off Invoice | Select a single invoice, then click **Write Off Invoice** to open the dialog. Select a value from the **Reason Code** picklist and, optionally, enter a **Description**, then save your changes. Refresh the page after some time to see the invoice removed from the tab and the balance updated. Behind the scenes, the system creates and applies a credit memo for the amount you're writing off. To understand how write-offs and credit memos work, see [Write Off Invoices](https://help.salesforce.com/s/articleView?id=ind.billing_write_off_invoice_balance.htm&release=264.0.0&type=5 "Write off unpaid or partially paid invoices when the balance on the invoice is deemed uncollectible. To maintain accurate accounting, the system automatically creates and applies credit memos to write off the uncollectible balance on the invoice."). | | Send Reminder | Select an invoice, then click **Send Reminder** to send a payment reminder to the invoice's billing contact through Salesforce's standard Send Email action. | | Resolve Case | Select a single dispute, then click **Resolve Case** to open the case record linked to it. From there, click the case's own **Resolve Case** action, select the resolution type that matches the request, and finish. Billing completes the resolution and closes the case. For the full workflow by request type, see [Resolve Billing Service Requests](https://help.salesforce.com/s/articleView?id=ind.billing_dispute_management_resolve_service_requests.htm&release=264.0.0&type=5 "When customers or service reps raise billing service requests or inquiries , Billing creates corresponding cases that are resolved by using the automated resolution actions. For specific service requests such as suspending billing, extending invoice due date, updating billing contact details, or correcting invoice charges, Billing automatically initiates the appropriate resolution associated with the service request. However, for any other billing inquiries that don’t have automated resolution, resolve the cases manually based on the business need and requirements."). | | Create Task | Select a single invoice or dispute, then click **Create Task** to open the task composer and log a follow-up task. | - **[Set Up the Collections Specialist Console](https://help.salesforce.com/s/articleView?id=ind.billing_collections_specialist_console_setup.htm&release=264.0.0&type=5)** Grant your collections team access to the Collections Specialist Console: turn on the tab and add the console to the Collections app.