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Jessie Ju

Jessie Ju

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Menu Path: Customer > Tasks > Monitor Outstanding Documents

Monitor outstanding documents consolidates all customer outstanding invoices from all branches into one report. This allows the user to improve their control in credit risk across multiple branches. By clicking ‘Settle’, the easy to drill down function provided, adds convenience to the users to knock off invoices.
Additionally, with the use of colour coding, for example; red means outstanding invoices have exceeded credit terms, while blinking numbers shows credit limit have been exceeded. Through this, users could be alerted easily to take prompt action on credit related measures.

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  • Click 'Settle' to Settle Outstanding Payment /Document / Deposit or 'Edit' to Edit Customer Account. 
  • Click Invoice / Credit Memo number on the left side to view the invoice and credit memo respectively.
  • Also, click 'Contra' to advance to Credit Memo, to obtain the credit memo details and contra certain amount for specific invoices.
  • Can export to excel, CSV by clicking at the right upper conner. 

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