How to schedule "ticklers" and "reminders" in AR Collections

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Within the AR Collection Module open invoice listing, highlight the Client-Matter invoice for which you wish to schedule a "tickler" or a "reminder" .  Next, click on the "Events" tab located at the bottom portion of your screen.

  

Right click in the white area above to see your available options.  Click on the one you wish to create, the pop-up below is what populates the screen for "New Task".  Fill out the information needed and save.

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