To view a list of all unpaid sales sorted by days overdue
1 Click To Do List in any command centre. The To Do List window appears.
2 Click the Accounts Receivable tab. A list of all unpaid sales appears. The Overdue column shows the number of days an invoice is overdue. (Anegative number in the Overdue column indicates that the payment is not yet due.) The number of days an invoice is overdue is calculated by checking the original date of the invoice, comparing it to today’s date and looking at the customer’s credit terms.
3 If you want to send a collection letter to customers with overdue payments:
a Select those customers by clicking in the select column.
b Click Mail Merge to create the letter directly in Microsoft Word. Otherwise, click Disk to save a mail merge file that you can use in another word processor.
0 komentar:
Post a Comment