REP / Collections and expenses
Review due amounts before a visit
Filter route customers by overdue balances and interpret Total Due, Pending Cheque and Actual Due.
Use Due Amounts to prepare collection follow-up for a route.
Review the route
- Open Due Amounts.
- Select Route and use search to find a customer if needed.
- Choose Sort to prioritise the list.
- Enable Overdue Only when following up overdue debt.
- Use Include Zero Actual Due when you also need customers whose pending cheques affect the displayed actual due.
- Select Open Customer to review the details or Call when a phone number is available.
Screenshot coming soon
Read the balances together
Total Due shows the customer’s reported debt. Pending Cheque identifies collections still awaiting clearing. Actual Due is the displayed remaining amount after the system’s pending-cheque treatment.
Zero Actual Due is not proof that all cheques have cleared. Review the customer and cheque history before requesting another collection or promising that the account is fully paid.
Check the route, filters and refreshed data before sharing a balance. Use Debtors Report when a dated report or PDF is needed.