How do I Deal with Debt Chasing?

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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:
  • Press <F5> to view the documents already allocated to this contact.
  • Press <F6> to view useful account information.
  • Press <Shift+F7> to view Customer History.
  • Press <Ctrl+F8> to view or edit General Notes.

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:
  • Press <F5> to view previous contacts.
  • Press <F6> to create another contact.


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:
  • Press <F2> to post another debt contact.
  • Press <F5> to view previous contacts.
  • Press <S+F7> - To view the selected customers history.

See also


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Keywords AND Misspellings
Debt Chasing, Debt, Debt Chase, Chase, chasing, review, contacts, Contact