{"id":341,"date":"2018-12-12T19:01:49","date_gmt":"2018-12-12T19:01:49","guid":{"rendered":"http:\/\/sagefinancialsknowhow.com\/?p=341"},"modified":"2018-12-13T14:26:33","modified_gmt":"2018-12-13T14:26:33","slug":"credit-chasing","status":"publish","type":"post","link":"https:\/\/sagefinancialsknowhow.com\/credit-chasing\/","title":{"rendered":"Credit Chasing"},"content":{"rendered":"<h2>Who owes you money?<\/h2>\n<p>You can find out which invoices are due for payment in a number of ways:<\/p>\n<ul>\n<li>From the Home page, Click \u2018View Report\u2019 from the \u2018Sales &#8211; Outstanding Invoices\u2019 Dashboard chart<\/li>\n<li>Choose \u2018Sales\u2019 tab and \u2018REPORTS\u2019 sub tab.<br \/>\nThere are several reports, but \u2018AR &#8211; Outstanding Invoices\u2019 should be useful<\/li>\n<li>The \u2018CUSTOMERS\u2019 sub-tab gives you quick access to supplier balances<\/li>\n<li>The \u2018SALES INVOICES\u2019 sub tab include List Views \u2018Unpaid and Overdue\u2019 and you can sort them by any column.<br \/>\nNB: You can create your own List Views to display invoices and fields you are interested in.<\/li>\n<\/ul>\n<p>When you have identified the invoice you can use the <a href=\"https:\/\/sagefinancialsknowhow.com\/emailing-invoices\/\">Emailing Invoice method<\/a>\u00a0to send emails using chasing email templates. Alternatively, click on the Contact and from the Contact record you can write and send an email. (Email Templates can be setup, and integrating with Outlook or Gmail makes email more useful)<\/p>\n<p>You can also click on the [PDF] button from an invoice, download the invoice, and send it through your normal email.<\/p>\n<h2>Customer Statements<\/h2>\n<p>To send Customer Statements the Customer record (Account object) must have a valid email setup.<\/p>\n<h3>Editing the Customer Email<\/h3>\n<ul>\n<li>Navigate to &#8216;Sales -&gt; CUSTOMERS&#8217; subtab<\/li>\n<li>Click on the Customers name and go to the &#8216;Details&#8217; tab where you can edit the email:<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-346\" src=\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2018\/12\/EditingEmail.jpg\" alt=\"\" width=\"1019\" height=\"576\" srcset=\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2018\/12\/EditingEmail.jpg 1413w, https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2018\/12\/EditingEmail-300x170.jpg 300w, https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2018\/12\/EditingEmail-768x434.jpg 768w, https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2018\/12\/EditingEmail-1024x579.jpg 1024w, https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2018\/12\/EditingEmail-560x317.jpg 560w\" sizes=\"(max-width: 1019px) 100vw, 1019px\" \/><\/li>\n<\/ul>\n<h3>Emailing statements<\/h3>\n<ul>\n<li>You will want to setup a suitable List View so you can select customers that owe you money, eg: &#8216;Owes us Money&#8217; or are overdue.<\/li>\n<li>Then use the tick boxes to select the Customers you want to send Statements to and click on the [Send Statement] button.<br \/>\nThis will email the selected customers with a PDF of the statement<\/li>\n<\/ul>\n<p>NB: The Sage Financials statement cannot be customised, but Alpha Index have a solution to replace the Statements with one which is fully customisable.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>To see this, click on the Customer<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Who owes you money? You can find out which invoices are due for payment in a number of ways: From the Home page, Click \u2018View Report\u2019 from the \u2018Sales &#8211; Outstanding Invoices\u2019 Dashboard chart Choose \u2018Sales\u2019 tab and \u2018REPORTS\u2019 sub tab. There are several reports, but \u2018AR &#8211; Outstanding Invoices\u2019 should be useful The \u2018CUSTOMERS\u2019 <a href=\"https:\/\/sagefinancialsknowhow.com\/credit-chasing\/\" rel=\"nofollow\"><span class=\"sr-only\">Read more about Credit Chasing<\/span>[&hellip;]<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[],"_links":{"self":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts\/341"}],"collection":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/comments?post=341"}],"version-history":[{"count":0,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts\/341\/revisions"}],"wp:attachment":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/media?parent=341"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/categories?post=341"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/tags?post=341"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}