Edit Contacts
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Modified on: Sat, 19 Jun, 2021 at 1:06 PM
To update/add Customer details
Click on the Collect menu.
Then click on the Overdue tile.
In the right-most corner, you will see an Edit Contact Icon.
Click on the Icon.
The following options can be inputted in the order given in the list
Payment Terms can be added here if they have not been put in Tally.
Each debtor can be assigned to any one of the Account Managers. This will also allow them to view the outstanding invoices, etc., for this debtor and follow-up accordingly. If you can't see the Account Manager on the list - you will need to invite them first.
Automated Reminders are sent via E-mail, SMS, and IVR call, for which you can choose frequency-wise or date-wise reminders.
You can choose to activate Credit Control. An email will be sent to the admin and account manager if the invoice is created to a debtor with pending invoices more than the accepted limit of the number of days and/or more than the accepted limit of the outstanding amount set.
We can add Max Five Contact Details for a ledger name. If contact details are already added in the Tally, then these are automatically synced here.
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