Many businesses use social media sites as communications tools and often find social media very effective in reaching new customers and building awareness for new products and services. In Exact Globe Next you have the possibility to register social media and access it via the link in the software.
Posts Tagged ‘debtor’
In a debtor’s maintenance screen there is a possibility to select the option to ‘Send reminders’. When you need to create an overview which shows whether or not this option is ticked for all debtors, you can follow these steps:
It can often be useful to make known any current appointments you may have with creditors or debtors when you enter an order. Within Exact Globe Next, you have the option to note these appointments on the debtor or creditor card by using the notes field.
Within Exact Globe Next, you have the option to print a reminder for debtors that have not yet paid the outstanding amount. However, it may sometimes be useful to make an exception for a certain debtor. For instance, when an agreement with the debtor has been made.
The blog post ‘What should I fill in under IBAN?’ already tells you how you can fill in the IBAN and BIC for new debtors or creditors. But what should you do with existing bank account numbers?
In Exact Globe you can gain insight into your debtors’ or your own payment behavior, you can generate a graph via [Cash flow, Statistics, Payment date]. This age analysis is based on the due date of the invoice. Based on the due date and the date of payment, the payments are divided into several categories.
Sometimes, you may want to print a payment reminder again. This blog post will explain how to do this.
A debtor could pay an invoice twice, for instance, because the invoice was both collected and paid by the debtor. It could also happen that someone has paid too much. This blog post will explain how the amount can be paid back.
A balance list shows at first glance the outstanding balance per debtor, creditor and/or employee, after which you can quickly take the necessary actions. For instance, you could collect outstanding items or pay using the balance list. The total balance of the list of balances will always need to match to the general ledger accounts debtors/creditors if the reference date is today.
Price lists are general prices, related to the amount that was sold. They apply in general, so to all debtors within the company. Price agreements, on the other hand, are prices that apply to one particular debtor. Of course, you could create a new price agreement for every debtor, but did you know it’s also possible to copy a price agreement?