Visual of receivables in CRM
- 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!