Table of Contents
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- Reviewing all the companies that are overdue
- Calling them and collecting payments, tracking promises or sending statements
- Putting them onto "Stop Supply" so no products are sent to them (Orders are then placed on hold Automatically)
Some concepts
- Invoices have 3 dates
- Created date
- Invoice Date
- Due Date = (invoice date + Terms)
Emailing multiple invoices to a customer from their transaction list
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Review Trading Terms (note this company is on Stop Supply)
Trading Terms (Days) are setup on Host Company
Trading Terms (Off Invoice) is a % credit note this company gets on every invoice created.
- The credit note is created at the same time the invoice is
- The credit note is allocated to the invoice (unless the Debtor is ticked "Dont auto-allocate trading terms credits" in Debtor Standard Profile)
Order discount % calculates when the customer purchases an item not on their price list - it applies to the standard sell price
Credit Limit is
Review outstanding debt
From here you can
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| Note |
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When a debtor is taken off stop supply - the sales rep will receive an automatic email with the subject line "Customer xxxxxxx has been taken off stop supply" |
Uploading Large Remittance Advice - eg buying groups
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