An alert for clients who owe money
Automatic alert
1
vote
Leigh Edwards
shared this idea
Thanks for the request, we have an existing feature that displays an alert like this already. For example, when viewing the client in the header snapshot area, a warning icon appears next to the client name when amounts are owing. Hover over the warning to show the list of outstanding items.
Alternatively the Aged Debtors report can be run to view all outstanding amounts: docs.gensolve.com/help/gpm_nz/desktop/Built-In_Reports/Accounting_Form/Debtors_and_Creditors/Aged_Debtor.htm
Or a client statement batch: docs.gensolve.com/help/gpm_nz/desktop/Videos/Billing_and_Payments/How_to_Create_a_Client_Statement.htm