Debtor Management
It would be great if we could implement a debtor management module which allows us to record payment arrangements, which can reset the suspension status or due date and notifications based on the arrangement.
I.E if the customer has fallen behind on payments, and would like an arrangement to pay the balance over 3 months, we can record this so that the system takes into account the arrangement for amounts due on specific days. If payment is not made by the agreed day, the system will then automatically suspend the client.
It would be great to see this in a report view as well, with a list of customers with arrangements and their current status.
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Comments5
gtswallo
Feb 18
I would love to have this, but also add to it, a nice extension button on the customer billing to extend their blocking period temporarily by X amount of days for someone that is going to be late on a payment so they don’t get suspended.
TaraM
Jun 26, 2025
This would be exceptionally useful. We have a collection of “problem customers” who often need to make payment arrangements and having the option to set that up vs having to set constant reminders to check would be very useful.
Masood Bhamjee
Jun 19, 2025
It would be good if customers get put into this list automatically instead of inactive after say 2 or 3 unpaid invoices and the admoin team can track payment amount arrangements, collection dates, and be able to send whstapp messages regarding arrears
Masood Bhamjee
Jun 17, 2025
We also need this
Rishaard Bhayat
Jun 17, 2025
@Chad Marshall great feature i posted a feature request for Debtor Management as well to have a risk profile for B2C Customers so that whenever a support agent talks to a customer about anything else that can also have a conversation about payments and remind customers based on their risk profile.