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Manage payment profiles
»
How to manage customers payment profiles?
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
...
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