Use the Accounts Receivable tab of the To Do List window (Command Centre > To Do List) to see who owes you money and which invoices are overdue.
To help you prioritise the customers you need to follow up, you can sort the list by overdue number of days, due date or amount due by clicking the column headers. Need to dive a little deeper into your receivables? Try one of the Sales reports.
Send a payment reminder
An effective way to chase up an overdue payment is by sending your customers a personalised ‘payment due’ letter. It’s easy to do this if you have Microsoft Word 2003 or later. Learn more about personalised letters
For each customer you want to send a letter to, click the checkbox in the far right column (just select one invoice for each customer), and then click Mail Merge. You can then choose the letter you want to create. For example, Coll_1st.dot is a gentle reminder advising that an amount is overdue.
If you don’t use Microsoft Word, click Disk instead to create a mail-merge text file that contains information about the customers you selected. You can use this text file to create mail-merge letters with your word processor.
I prefer to call or email customers—where can I find their contact details?
Here’s a quick way to get their details: Click the arrow pointing to the customer’s invoice, and in the Sales window that appears click the arrow pointing to their name. The customer’s Card Information window appears showing all their contact details.
Can I record an invoice payment from this window?
To record a customer’s payment, click the arrow pointing to the invoice, and in the Sales window that appears click Payment.
If you have set up recurring sales, you’ll find them listed in the Recurring Sales tab of the To Do List.
From this tab you can record multiple sales at once—click the checkbox of each invoice and then click Record. Or, if you want to view an invoice’s details before it’s recorded, click the blue arrow next to the Name column and the Sales window will appear. Check the details and then record the invoice.
How do I delete a recurring sale that’s appearing in the list?
Go to the Lists menu and select Recurring Transactions. Click to highlight the sale you want to delete and click Delete.
How do I edit a recurring sale’s details or schedule?
Go to the Lists menu and select Recurring Transactions. To edit a sale’s details (like the accounts used or memo), click the blue arrow next to the Transaction Name column. To edit a sale’s recurring schedule, click to highlight it in the list and then click Edit Schedule.
[Not Basics] This view of the To Do List window displays all of your current sales orders, sorted by promised date (if specified). Once you’ve completed the work for your customers, or delivered the items they ordered, you can convert the sales orders to invoices by selecting the checkboxes in the list and clicking Record as Actual. Or if you want to preview an order or make a change before it’s recorded, click the blue arrow next to the order.