• Accounting will commence the workflow by sending an email to the service team member regarding an outstanding balance.
• The service team member who receives the email will create a $COL activity code assigned to him/herself (or will forward the email as discussed below). All correspondence relating to the collection of the payment (with the client/producer) and with accounting will be attached to the $COL activity, and put into the ‘Invoices & Accounting’ folder.
• When accounting wants an update concerning the efforts being made toward securing payment, it will look at the attachments to the $COL activity code, rather than emailing the service team.
• Once payment has been received, the activity can be closed out.

The emails from accounting might not always be sent to the right service team member. It is the responsibility of the service team to make sure the right team member gets the email, creates the code, and attaches the relevant communications.