Customer Follow-Up function

November 1, 2011 in Accounts Receivable,Release 8.1

With the 8.1 Release sees the re-introduction to the browser edition of the popular Customer Follow-Up facility for recording and chasing debtor payments. This tool can be accessed via the Customer drill-down menu so is available through all OA forms and displays where customer is shown. There is an update facility and a view only facility so that access to the details can be restricted if required. Essentially the tool allows customer payment promises to be recorded and matched against actual Cash Receipts made so that a customer can be followed up if they neglect to make a promised payment. A sample of the entry/adjustment screen can be seen below:

CustomerFollowUp

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