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Do you want to use as an indicator the overdue % of more than 30 days, 60 days or 90 days?
The overdue % represents the part of the outstanding receivables that are overdue. By default it is displayed on the total of the account receivable
Go to the Aging Balance report ...
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Creation of a multi-criteria advanced search → It's now possible to perform searches mixing items criteria (invoices, credit notes, payments, ...) and clients (client code, collector, payment profile, ...) with muliples controls : « equal » « different of » « ...
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the payment profile is instantly displayed next to the customer's name: •
find this information in customer sheets, reports and collection agenda: •
create your payment profile types yourself in the Settings based on the average payment delay (calculated by the ...
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Items Status → it's now possible to set the default number of days after which the follow-up action will be triggered in Settings / Manage item status :
During the items qualification and the specific action creation, the proposed date can of course be changed. •
A ...
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Since few days, it's possible to integrate your Ellisphere data (Score and Recommended Credit) to your customers files using our new connector.
This new feature allows you to daily follow-up your account receivable against Ellisphere recommendations, and thus facilitates your credit risk ...
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OK → the comment is amended on all invoices originally concerned •
Cancel → only the comment of the selected item is modified • ...
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Do you regularly search using the same criteria?
→ add the search page with the desired criteria to your bookmarks in your web browser!
Just click on this bookmark to find your selection again:
...
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The customization of dunning actions is a key factor of success of your Debt Collection management. It conveys the image and the seriousness of your company.
In additions to be able to write dynamic and customizable documents (e-mails, SMS, letters, ...) using tags #Hashtags → My DSO ...
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You can use the multi-columns search fonction. For example, to display only the transactions linked to the PO No « 12/091/APC »: •
Or use the advanced search fonction: •
Then set-up your criteria, for example, if you want to display only the invoices of a ...
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It may be relevant to show certain information about your customer: risk, blocked account, general behavior ...
In order to attract attention it's possible to enter a general comment at the customer file level (not specific to certain transactions).
To do so edit your customer account ...
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