Follow Lena Walsh's inspection inquiry
One homeowner across customer history, sales, delivery and billing. Business effects are simulated.
Open Lena's collection case for an earlier invoice. Read its balance, promises and holds before preparing a reminder. The invoice you create above remains a separate billing record.
Explore any step. The fixtures include several jobs at different stages; this guide does not mark work complete.
Collections Action Desk
Resolve overdue balances with clear ownership, verified facts and reviewed customer reminders.
Start here: Open a case and check its remaining amount, due date and latest source status.
Fictional workspace · Approvals, invoice sends, AI designs, and saved changes are simulated in this browser session. Reset the demo to restore the sample business.
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