Credit control
Follow-ups, write-offs and transfers, each with the right approval
Some bills are not paid on time, and some never are. DFIE gives credit control a clear way to chase, to write off with a reason, and to hand the work over when a collector leaves.
Follow-ups
A list of customers to follow up, with the date and what was promised, so overdue credit is chased on purpose and not by memory.
Write-offs with approval
Part or all of a bill can be proposed for write-off with a reason from a master list, and is written off only on approval. A disputed bill can become a write-off too. The approved amount reduces the bill and appears on the customer ledger as its own line, and a proposal still waiting shows as pending.
- A write-off can never exceed what is still to be collected on the bill
- The bill is re-checked at approval, in case a collection came in meanwhile
- The approval shows the figure first, with the exact numbers one tap away
Open bills move to another person
When a collector leaves or an area is reassigned, their open bills in a company move to someone else, all of them or only those picked. A bill with a collection waiting for approval stays where it is, and the screen says which were skipped and why. Every transfer is recorded.
Used by: Admin, Accounts