AR Collections - Preventing the Opening of New Matters

After populating the screen with your filtered Invoices, highlight an Invoice of the Client for which you want to prevent the opening of any new Matters. Access the Related Tab, locate the Client record and open it up (double click on the record).  Once the Client record is displayed, access the Collection Setup Tab and place a check mark in the "Block Opening New Matters" option.  Save the Client record.

You may also access the Client record through File Maintenance Manager. Once open, choose View, then AR Collection.  Access the Collection Setup Tab and place a check mark in the "Block Opening New Matters" option.  Save the Client record.