Debt Chasing
| IMPORTANT: Overdue Sales Invoices are to be chased weekly |
- Select Sales.
- Click Sales Invoices.
- Click on the Current Sales Invoices tab.
- Clear the Status, Balance Due and Days Overdue filters by clicking the box to the left of the 2 up arrows.
- Click the boxes to tick Status tab Posted, Balance due tab Due, and Days Overdue tab <30, 30+, 60+.
- Click the blue Download button.
- Click Open file.
- Click Enable Editing.
- Select Data on the toolbar.
- Click the Filter funnel. This adds filter arrows next to each column title.
- Click the down arrow under the lead source column.
- Click sort A-Z.
- Delete the following rows as they do not need to be chased:-
- Zen Microsystems (Indian Accounts)
- WWW (Webstore orders)
- Click the down arrow under the Company Column.
- Click sort A-Z.
- Delete the following companies, these are dealt with separately:-
- Archiact Tech
- Cambertronics
- M-Tech
- Racelogic GmbH
- VBox Japan (individual statement sent)
- Zeer
- Zen
- Zen Comm
- Zen Puchase
| IMPORTANT: Once you have filtered out the companies from the spreadsheet you have a list of debtors to chase. |
- Look up each company in Unity
- Click on Sales.
- Select Customers.
- Click on the Customers tab.
- Type the Company Name in the Company box.
| IMPORTANT: If an account is due and terms are CO - Payment with order - do not chase as this means the Customer payment is till processing through. Delete from the spreadsheet. |
- For Customer Accounts with 30-Net 30 days click on QB Open invoices. You can then see overdue invoices.
| IMPORTANT: If an account does have an overdue date a statement will need to be sent to them by email. |
- Click the blue Email Open Invoices button.
- Click in the Email box to select the correct recipient.
- Click Submit. You can click cancel to check email addresses on the Customer Account if necessary.
| IMPORTANT: Once submitted return to the Home tab and you will see in the audit trail that a statement has been sent. |
- Work through the spreadsheet, deleting rows as you go until the spreadsheet is empty.