JillS's avatar
JillS
Experienced User
11 years ago
Status:
Done

Sales: Track overdue invoices

I'm having trouble managing debtors in Live accounts without using a separate database.

 

The invoices screen tells me who hasn't paid, but when these age it would be helpful to see who has been contacted and how i.e. re-issued an invoice or sent a statement (how many and when), phoned and notes re same.

 

How do others keep track of what is happening with overdue accounts using LiveAccounts (considering that the invoices are generated here)?

 

'Debtors"

Sales
T:Cash In

2 Comments

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  • Liam_M's avatar
    Liam_M
    Former Staff
    11 years ago
    Status changed:
    New
    to
    Open
    Hi Jill. Thank you for your excellent suggestion of having recontact information (such as if an invoice was reissued or if a customer has been sent a statement on the invoices screen in LiveAccounts. If anyone else would find this useful, please cast your vote here.
  • CloverQ's avatar
    CloverQ
    Former Staff
    8 years ago
    Status changed:
    Open
    to
    Done

    Hi everyone,

     

    Thank you all for your interest in this idea. With the Online Invoice feature in Essentials Accounting, the Activity list of an invoice will be able to track when the invoice was emailed, and viewed by the customer. If you also want the ability to leave notes in individual invoices to track other means of contacts you've had with the client, I would encourage you to vote for this idea:

     

    Notes at the end of an invoice