The Customer Dashboard and Customer Details Page are designed to simplify payment tracking and improve your collection process.
Here’s how they can help you get paid faster:
Monitor Payment Activity: Quickly view which customers have unpaid or overdue invoices to prioritize follow-ups.
Analyze Customer Behavior: Use behavior tags like On-Time Payer, Late Payer, or New Payer to tailor your communication strategy.
Update Customer Information: Keep contact details up-to-date to ensure invoices and reminders reach the right person.
Apply Filters to Identify High-Risk Accounts: Filter customers by payment status or outstanding balances to focus on those needing attention.
These tools help you stay organized and proactive, speeding up collections and improving cash flow.