Visual of receivables in CRM

Receivables Functionality

  • Receivable bookkeeping for customers; maintains balances and payments.
  • Payments, invoices, payment plans and scheduled payments transactions update receivables.
  • Aging is done nightly. Aging status’s are updated. Open balances are maintained on receivable.
  • Receivable transaction type “adjustment” is used for beginning balances.
  • Drill back from receivable into original transaction, to opportunity, to lead.
  • Each customer account or customer contact has the following fields;
  • Customer accounts have standard aging buckets.

Reports, Charts and Dashboards

Manage your receivables and scheduled payments with our visual power bi dashboards and reports!