Debtor Management
Dentor Management is found in the Manage Debtors in Company Finance. At the top of the page, an overview of money oweing is shown. The lower part of the page is split into three sections - 0-30, 30-60 and 60+ days.
It is possible to navigate directly to the customer or job by clicking on the customer or job name in the debtors list.
An invoice can be marked as paid by clicking the "mark paid" button
See record income help page
Automatic Payment Reminders
Payment reminders are sent from the home account finance contact.
An email including the overdue invoice is sent automatically when an invoice is overdue either to a pre-defined account if specified so they can then be forwarded on to the relevant customer, or to the customer's finance email address.
Manual Payment Reminders
Payment reminders can be sent manually by checking the box next to the corresponding invoices and then clicking the "send reminders" button at the bottom of the page. Once clicked, a summary is shown of the reminders to be send with the option to confirm before sending. If the list is incorrect, click back to re-select.
Emails are sent with different text as follows:
30 days
Dear customer,
We would like to remind you that you have an overdue invoice 66606 (attached). If you have any questions regarding the amount you owe, please call and we will be happy to discuss. If you have already sent your payment, please disregard this reminder.
We appreciate your continuing business and we look forward to hearing from you shortly.
Yours faithfully,
Company Name
60 days
Dear customer,
Although we have contacted you about the outstanding balance on your account, we still have not heard from you regarding your overdue invoice 66591 (attached). If you have already sent payment in full, we ask that you let us know. Otherwise, please call to discuss what you plan to do to settle your account.
Thank you for your prompt attention to this matter.
Yours faithfully,
Company Name
90 days
Dear customer,
THIS IS A FINAL DEMAND FOR PAYMENT. YOUR URGENT ATTENTION IS REQUIRED TO AVOID ACCOUNT SUSPENSION
As we have still not heard from you regarding your overdue invoice 66590 (attached) we will be imminently suspending your services with us.
Please send payment and contact us immediately to resolve this matter.
Yours faithfully,
Company Name