Debtors Manager: Overview

From a management point of view, Debtors Manager provides clear visibility of all aspects of the collections process. You can easily keep track of the reasons for overdue invoices, and monitor the activities of your collections department. Debtors Manager quantifies the outcome of all collection activities. Debtors Manager delivers results – it will boost your cash flow, reduce the number of days sales outstanding, and reduce the risk of write-offs.

Watch the tutorial video on Debtors Manager

View the articles below to guide you step-by-step with your Debtors Manager setup:

Create Notes/Reminders on a specific Outstanding Invoice

Track debt collection process for individual customer invoices

• Define Non-Payment Reasons
• Define Actions to be taken on outstanding invoices
• Define Customer Contacts
• Create an invoice specific task for follow up

Distribute payment reminders to customers with unpaid invoices

• Set the Customer Contact that should receive notifications
• Define at what stage of an Outstanding Invoice you’d like to distribute which communications
• Define what the Outstanding Invoice Communications will look like
• Initiate the communications run

Note: The Debtors Manager functionality will only be available once the user has purchased a Debtors Manager license.