Debtor’s Detailed Summary
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Modified on: Sat, 19 Jun, 2021 at 1:03 PM
To get Debtor’s Detailed Summary
Click on the Collect menu.
Then click on the Overdue tile.
After that, click on the Detailed Summary button to get detailed information debtor-wise.
Use the available filter (Priority wise / Account Manager wise / Group wise) to view the data accordingly for your use.
The information which this table gives you is as follows:
Company shows the name of your debtors.
Total Due shows the latest available information of the total unpaid invoices of a particular debtor.
Total Overdue shows the latest available information of the total overdue invoices of a particular debtor.
Last Payment gives the date of the last payment made by the debtor. This is fetched from the tally based on the payment receipts generated.
Avg Collection denotes the actual time taken by that particular debtor to pay for any invoice after it is generated. This gives you an idea about the time delay for each debtor in paying for the invoice.
Oldest Due gives the number of days the oldest unpaid invoice is overdue currently.
Next Follow-Up, Promises to Pay, and Remark gives information regarding the next latest follow-up. This information is based on the tasks created for each payment promise made by the debtor. It shows the date of follow-up, the amount promised by the debtor, and any relevant information regarding this task.
Action gives you the option to send reminders through WhatsApp, IVR, E-mail, and SMS.
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