What's a case folder?

You can create case folders to logically group related transactions. Using case folders you can perform collection activities on the entire group at a time. You can apply payment, create promises, and provide additional information about the case folder.

This increases your collections efficiency by saving time and effort on customers that have a large number of similar invoices.

Restrictions for creating and editing a case folder

Here are certain restrictions for creating and editing a case folder:

• transaction types added to a case folder.

• adding or removing one or more transactions to a case folder.