Difference between revisions of "How do I Deal with Debt Chasing?"
From Catalyst
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* You will either see a list of existing contacts, or be taken to enter a new contact automatically if there are no existing ones. | * You will either see a list of existing contacts, or be taken to enter a new contact automatically if there are no existing ones. | ||
* Press {{KeyPress|F5}} to edit an existing contact or click the {{Button|Edit}} button. You can also press {{KeyPress|F6}} to create a new contact or click the {{Button|Add}} button. | * Press {{KeyPress|F5}} to edit an existing contact or click the {{Button|Edit}} button. You can also press {{KeyPress|F6}} to create a new contact or click the {{Button|Add}} button. | ||
| − | * This will bring up the Debt Contact screen. | + | * This will bring up the {{Menu|Debt Contact}} screen. |
* The {{DataValue|Date}} and {{DataValue|Your Name}} will be shown against the contact already. | * The {{DataValue|Date}} and {{DataValue|Your Name}} will be shown against the contact already. | ||
* Enter the {{DataValue|Contact Name}} in the {{DataPrompt|Contact}} Field and {{DataValue|Notes}} in the {{DataPrompt|Notes}} lines to log the contact details. | * Enter the {{DataValue|Contact Name}} in the {{DataPrompt|Contact}} Field and {{DataValue|Notes}} in the {{DataPrompt|Notes}} lines to log the contact details. | ||
Revision as of 15:01, 31 October 2011
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
This article explains how you can use Platinum to help with your debt chasing.
For example, you called your accounts contact several weeks ago to chase a debt and when you ring again they insist you have not called. The " Debt Contacts" screen would allow you to refer back to history to tell them to whom you spoke, when and what about.
Logging Debt Contacts
Go to " Sales Ledger Maintenance Options Aged Debt Chasing Review Contacts By Account".
- In the "Account", type in the customer's account code if known, or search for a customer.
- You will either see a list of existing contacts, or be taken to enter a new contact automatically if there are no existing ones.
- Press <F5> to edit an existing contact or click the [Edit] button. You can also press <F6> to create a new contact or click the [Add] button.
- This will bring up the " Debt Contact" screen.
- The 'Date' and 'Your Name' will be shown against the contact already.
- Enter the 'Contact Name' in the "Contact" Field and 'Notes' in the "Notes" lines to log the contact details.
- Enter the next contact date in the "Next Contact" Field.
- Press <F2> to allocate the invoices to which this debt chasing contact relates.
 | Note: There is other information that you can access from here easily using the following keys:
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Reviewing Debt Chasing Contacts on an Account
Go to " Sales Ledger Maintenance Options Aged Debt Chasing Review Contacts By Account".
- In the "Account", type in the customer's account code if known, or search for a customer.
You will see all previous debt chasing contacts in date order.
| Note: There is other information that you can access from here easily using the following keys:
|
Reviewing All Debts that Need to be Chased
Go to " Sales Ledger Maintenance Options Aged Debt Chasing Debt Overview".
- There is the following range of items by which you can limit what you see.
- "Range of Accounts From and To" - This allows you to view a range of accounts, for example all accounts beginning with 'A'. If left blank, this will show all accounts.
- "Account Group" - This will restrict the report to look at one particular account group. Again, if left blank this will show all accounts.
- "Unchased Debts"
- If set to 'Yes', you can filter out any debts which have never been chased up.
- If set to 'No', you can exclude previously chased debts.
- "Contacts Not Yet Due"
- If set to 'Yes', you can filter out any debts which have been chased up and have their next contact date set in the future.
- If set to 'No', you will see all the contacts.
- Press <F2> to view the results.
| Note: There is other information that you can access from here easily using the following keys:
|
See also
