Manage customer debt effectively to help improve cash flow when you upgrade from Opera 2
The Credit Management Centre offers a centralised, easy-to-use tool which consolidates all of the information needed for effective credit control. With easy-tounderstand, real-time graphs displaying your overall financial status, you can quickly see what is owed, who owes it and how much money has been promised by customers.
Information is displayed at different levels, giving you a well-rounded view:
- Overall financial position of your company
- Details of individual customers
- Actual transactions
- Diary, so you can view actions that have been recorded
You can perform all the tasks necessary for effective credit control management including:
- Filter customers/debtors according to your requirements: show only overdue accounts, only those over the credit limit, those in a selected Credit Management Group, only overdue invoices above a chosen value and so on
- View all disputed invoices and outstanding actions.
- View financial ratios such as average debtor days, average creditor days, debtor analysis and promised payments.
- View customer contact details and financial status details
- Change a customer's credit limit, put them on Stop or take them off Stop, either individually or in bulk.
- Record a customer's credit rating or credit score.
- Mark invoices as disputed or not disputed.
- Print advanced debtors letters, customer statements or copy invoices.
- Add diary actions as reminders to contact customers and chase debt. Diary actions can also be edited.
- Record any promised payments against the account or individual transactions.
Debt Management: get paid faster
The Debt Management facility allows you to create up to nine levels of customised debt correspondence per company or per individual customer. You can then e-mail or print them, either individually or in bulk.
Using the Scheduler Service, the generation of debt correspondence is handled by the server in the background, minimising disruption to your work in Opera 3.
Credit Management Centre comes as standard with Pegasus Opera 3 Business Software.
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Check out the related Blog Posts delivered as part of our Reasons to upgrade from Pegasus Opera 2 series:
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