CRM, Appointments and Productivity

Credit days — due dates fill themselves

A bill with no due date cannot be overdue, which is why the reminders never go out and the ageing report is empty.

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The small setting everything else depends on

Ageing, overdue alerts and automatic reminders all rest on one thing: bills having a date they were meant to be settled by. Filled in by hand, it gets skipped under pressure, and the whole collection apparatus quietly stops working.

Credit days on the party fix that at the source. Thirty days for one customer, seven for another, and every bill raised for them arrives with its own due date already set.

Setting terms once

  1. 1Agree the terms

    As you already do with each customer.

  2. 2Set the credit days

    On the party, once.

  3. 3Bill normally

    Each bill carries its own due date.

  4. 4Let collection run

    Ageing, alerts and reminders all have something to work with.

Inside CRM, Appointments and Productivity

The customer before and between the bills: the inquiry that came in, the lead someone is chasing, the appointment that was booked, and the credit you are prepared to extend. Everything attaches to a party, so a customer’s history is one thread rather than several.

This area earns its keep in the gaps — the follow-up nobody remembered, the appointment nobody confirmed, the limit nobody checked before billing.

What it works with

Everything downstream of a due date.

Reports it feeds

Receivable ageing · Party-wise outstanding · Parties statements

Every feature, by plan →

Questions people ask

Can different customers have different terms?

Yes — credit days are set per party.

Can I override the date on one bill?

The terms fill the date in; a particular bill can still be treated on its own merits.

What depends on due dates?

Ageing, the daily overdue alert and automatic reminders all need them.

Give every bill a date it is due

Without one, nothing is ever overdue and nobody is ever reminded.