How To
Credit Management - Actions
Twinfield
Actions
Actions/follow up tasks can be added to various invoices, using either the Call list or Customer function allows the credit manager to flag a reason why an invoice payment has not been sent.
From the blue menu bar select 'Sales' followed by 'Invoice actions' .
A list of ‘Actions’ will be displayed.
Code: This field is Alphanumeric.
Select code '001' from the actions list to view the properties.
- Name/Short name: Description of action.
- Days from call list(default): Due date of the action, the default is 3 days.
- Days from call list (max): Restrict how far in the future the due date can be set.
- Amount is mandatory: When ticked an amount must be entered.
- Remind: Link certain actions to an invoice, the remind flag can be set depending on the nature of the Action.
- Electronic billing: Electronic billing at invoice level.
- Customer blockade: Status to stop further processing for a customer:
- Leave: No change made.
- Activate: Block processing as long as this status is active.
- Inactivate: re-instate processing
Please Note: The system checks recent actions linked to an invoice; if electronic billing has not be flagged against the action the invoice will not be sent via email
Related documents
Cheques and Paying-in slips
Cheques and Paying-in slips.
Twinfield: Twinfield Analysis Consultancy (10091307)
This document outlines a training course on Twinfield accounting software, designed for Twinfield partners and subscribers. The course, lasting up to 3 hours, focuses on enabling participants to leverage their Excel expertise to manipulate TwinCube data for creating comprehensive financial reports. Key objectives include processing transactions and searching via the reporting module. The session covers various topics such as data cube management, Excel formula building, and conditional formatting. Attendees must have advanced Excel skills and their own devices to join the session, as the course is tailored for Microsoft Windows users.
Twinfield Consultancy (10093303/10080551)
This document outlines a consultancy service for Twinfield users, targeting both partners and subscribers. It emphasizes collaborative sessions aimed at improving operational efficiencies and best practices through tailored advice and process reviews. Conducted online or onsite over two 3-hour sessions, the consultancy covers topics such as reporting, VAT reporting, and reconciliations. Attendees are expected to have a solid grasp of double entry bookkeeping. Additional resources, including eLearning courses, videos, and webinars, are provided for further learning.
Twinfield: Integration Consultancy (10095230/10095228)
This document outlines a consultancy-led course focused on the Twinfield accounting software, designed to assist businesses in managing their financials effectively. The course consists of four interactive sessions—each lasting three hours—covering navigation, invoicing, credit management, transactions, and reporting. Aimed at Twinfield partners and subscribers, participants are expected to have a good understanding of bookkeeping principles. Additional resources such as eLearning courses, videos, and webinars are also provided to enhance learning. The maximum group size is six delegates.
Twinfield: PM Integration Consultancy (10091304/10091303)
This document outlines a training course for Twinfield accounting software users, focusing on its integration with CCH Central. The course consists of four sessions, each lasting about three hours, aimed at enhancing attendees' bookkeeping skills and knowledge of both systems. Key objectives include familiarization with CCH Practice Management and Twinfield, as well as hands-on experience with financial processes such as invoicing, bank transactions, and VAT reporting. Prerequisites include a good understanding of CCH Central and appropriate permissions. The course is intended for Twinfield partners and subscribers, with a maximum of six delegates per group.