Credit Control
Chase debts with the minimum of effort. A single, user-friendly screen is used to build chase lists and to display all relevant customer information, including credit limits, outstanding invoices and contact details. Copy invoices and statements can be viewed from within this screen, and may be sent directly to debtors by fax or e-mail (in XML or PDF format) while you are still talking to them. Collection notes are date stamped automatically.
Individual transactions may be flagged 'in dispute' or have their anticipated payment date changed. A warning is given whenever credit limits are exceeded, and an automated routine can be used to review customer accounts and place them on or off stop. The system anticipates future cashflow, based on actual bank balances and average debtor days (using each customer's payment history and performance). You can forecast cashflow daily, weekly or monthly, as far into the future as you require.
