FlairSuite video tutorial
See what a customer owes
Find a customer who owes you money, and read their balance, unpaid invoices and how late they are.
Transcript
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In this short video, we will find a customer who owes us money, and see their balance, their unpaid invoices, and how late they are paying.
First, sign in with your username and password.
Collection lives under the Customers menu. Its Customers page lists everyone with unpaid invoices, how much they owe in total, and how many days the oldest invoice is overdue.
To find one customer, type part of their name in the Customer name box, and click Apply Filters.
Click the customer's row to open their collection dashboard.
At the top you see the amount outstanding, the number of unpaid invoices, and how late the oldest one is, so you know straight away how urgent this customer is. Below, the Outstanding invoices tab lists each invoice they still have to pay.
When it's time to chase the payment, Start session runs a collection process for this customer, with reminders and follow-up tasks for your team. The button becomes available once a collection process has been set up.
That's it. You found a customer who owes money, and read their balance and unpaid invoices on one page. Thank you for watching.
Keep learning
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Length 2:04Set up a collection process
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Length 1:59Start reminders automatically with a trigger rule
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