Credit Management - Actions

Actions

Actions/follow up tasks can be added to various invoices, using either the Call list or Customer function allows the credit manager to flag a reason why an invoice payment has not been sent.  

From the blue menu bar select 'Sales' followed by 'Invoice actions' .

A list of ‘Actions’ will be displayed.

   

Code:  This field is Alphanumeric.

Select code '001' from the actions list to view the properties.

• Name/Short name:                 Description of action.
• Days from call list(default):    Due date of the action, the default is 3 days.
• Days from call list (max):        Restrict how far in the future the due date can be set.
• Amount is mandatory:            When ticked an amount must be entered.
• Remind:                                    Link certain actions to an invoice, the remind flag can be set depending on the nature of the Action.
• Electronic billing:                    Electronic billing at invoice level.
• Customer blockade:                Status to stop further processing for a customer:
  • Leave: No change made.
  • Activate: Block processing as long as this status is active.
  • Inactivate: re-instate processing 

Please Note:  The system checks recent actions linked to an invoice; if electronic billing has not be flagged against the action the invoice will not be sent via email