クレジットマネージャーのデジタルエンパワーメント
JA
Brazilian
Chinese (Simplified)
Croatian
Deutsch
Dutch
English
Español
Français
Italiano
Japanese
Polski
Português
Romanian
Swedish
Turkish
ログイン
デモ
JA
Brazilian
Chinese (Simplified)
Croatian
Deutsch
Dutch
English
Español
Français
Italiano
Japanese
Polski
Português
Romanian
Swedish
Turkish
ホーム
課題
顧客対応のデジタル化
売上債権回転日数とキャッシュフローの改善
顧客リスクの管理
グループデータの統合
顧客の未決済残高:問題と定義
AI & Credit Management
AI & Cash Collection
導入
照会
サービス
アドバイス
トレーニング
リソース
料金
ニュース
全てのニュース
最新情報 My DSO
お客様の声
債権管理ブログ
会社名
我々について
CSR (Corporate Social Responsability)
デモ
ログイン
読み込み中...
読み込み中...
オンラインヘルプ
その他の質問
定義
ヒント
検索
ご質問がある場合はお気軽にお問い合わせください。
Manage payment profiles
»
How to manage customers payment profiles?
Translate this page to
Japanese
?
The
payment profile
represents your
customer payment behavior
and it's illustrated by a flag
near your customer's information.
It allows you to
quickly visualize in which category your customers are positioned
, and helps with the collection strategy and decision-making in credit management.
The payment profile is defined according to the average payment delay
and it is configurable according to your criteria.
Astuce
→ The average payment delay is calculated over six rolling months. It takes into account invoices (
My DSO Manager
item type
) that have been paid in the last 6 months. A weighting is applied according to the amount of the invoice and its delay.
For this, you have to go to Settings /
Manage payment profiles
:
Choose your
payment profile name
, the condition according to the
average payment delay
, insert a
comment
if you wish, and choose a
flag color
:
The flag
is displayed in most screens.
By flying over it you will find the definition and the average payment delay of the customer
:
You can also sort the information by payment profile, so that collector can, for example, prioritize
collection
according to this criteria:
or also:
Integrate payment profile to your
searches
and
alerts
Assign collection scenarios according to the payment profile
Sort customers lists
...
← 戻る
: オンラインヘルプ » その他の質問
OK