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Collections on outstanding debts are never fun, but Windward can
make them easier. You can print an Aged A/R report complete with
customer name, phone number and a list of all the outstanding invoices.
Optionally, this report can be configured to only include customers
with balances older than a certain number of days, such as over
60 days or 90 days so that you don't have to manually skip over
the current customers.
As you call each customers, you can enter your comments into the
appointment scheduler and set a date to review their file and ensure
they have paid, and if not, to call them back. By keeping track
of all you customer contacts, it's easier to control when to call
and to remind them of their past promises.
Often, the customer may try to wriggle out of making the payment
while they try to reconcile the amount owing. All the information
is cross referenced several different ways to help you easily reconcile
customer accounts.
For example, you can view a customer payment and list the invoices
paid and the amounts applied to each invoice. Or you could view
an invoice and list all the payments made on the invoice. Or you
can view the customer record and list all the invoices and or payments
on file for the customer.
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