Topic results Credit Management

Twinfield
Credit Management - Call List
This document provides instructions for managing outstanding invoices in a financial system, specifically Twinfield. It outlines steps to match payments with customer invoices and set criteria for credit management, such as assigning a credit manager and filtering based on date, overdue days, and minimum outstanding amounts. Users are guided on accessing the invoice call list and applying relevant filters, as well as displaying customer invoices, adding comments, browsing specific invoices, and applying action codes. Visual aids in the form of icons help facilitate this process.
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Twinfield
Credit Management - Actions
This document provides a guide for credit managers on how to add actions or follow-up tasks to invoices using the sales interface. It details the steps to access and utilize the 'Invoice actions' feature, including selecting action codes and their properties. Key functionalities include setting due dates, linking reminders to invoices, managing electronic billing, and customer blockade statuses. It emphasizes the importance of flagging electronic billing to ensure invoices are sent via email. Visual aids are included to assist users in navigating the system.
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Twinfield
Credit Management - Accounts Receivable
The document details the configuration process for using the reminder function to generate letters for customers with outstanding balances. Key steps include setting up the Accounts Receivable module, creating reminder scenarios, and uploading a Word template. It emphasizes entering customer details, configuring credit management settings for reminders via email or PDF, and adjusting payment conditions. Proper setup is necessary to ensure effective communication with customers about their outstanding payments.
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