Credit Management - Call List

Manage your outstanding invoices once payments received have been matched against your customer invoices.  Various criteria’s may also be set with the flexibility to assign a credit manager to manage certain customers.

From menu bar for sales, under the heading 'Classic functions' click on the Call list icon. 

Select the option .

• User: Assign the Twinfield credit manager user, this option can be set as default, go to Financial professionals - Dimensions, select Account receivable, and click on the Credit management tab.
• Date: select a cut-off date to view outstanding invoices.
• Days after due date: Customer invoices which remain outstanding after their due date.
• Minimum amount: Set limit of i.e. £500; only customers with balances over this amount will be listed.
• Click ‘Apply’ to update settings.
   

•   Select this icon to display a list of customer invoices
•     Add a transaction line comment
•     Browse a particular invoice
•    Apply an action code against the the invoice