Hello,
We have started using the feature where if a customer is over there credit limit or have invoices overdue they are unable to have an order dispatched.
It would be great and very useful to us if there was a report specific to this data that we could run off for our sales team, so they can see who may need contacting for payment prior to having another order.
Thanks,
Kieran
Three Tuns Brewery
Better overdue Debtor management/reporting is also high on my wishlist - clear overviews how long invoices are unpaid, which actions have been/should be taken, sending bulk actions/bulk reminders etc. etc.
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Hello,
In the sales view, we’ve added a filtered view ‘overdue payments’.
copy and paste this in the filer box:
due_date <= “1 day ago” and payment_status = “Unpaid” or payment_status = “Part paid”
click save as new filter
Best
Sarah
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Great news everyone, this report is now live and ready for use.
Find it at Customers → Settings & tools → Aged/overdue debtors.
Hi Luke!
That is a real big help, thank you very much.
Is there anyway you could set it so we can either to select the sort by name, or export to CSV/Excel?
Much appreciated,
Kieran
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That’s great to hear, Kieran!
We’ll see if we can add sorting and get back to you. Thanks.